Number of Shares
1.13 Mil
Current Holdings Value*
$112.02 Mil
% of Portfolio
2.05%
Total Estimate Gain
$-17.53 Mil
% of Total Estimate Gain
-2.59%

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, SUMITOMO MITSUI FINANCIAL GROUP, INC. held 1.13 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $112.02 Mil. This investment constitutes 2.05% of their stock portfolio, and SUMITOMO MITSUI FINANCIAL GROUP, INC. now holds 0.09% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2018Q2. And since then SUMITOMO MITSUI FINANCIAL GROUP, INC. has made 18 purchases of AGG, at an average price of $106.89, for a total of 6.32 Mil shares. In addition, there have been 10 sales at an average price of $105.34 for 5.19 Mil shares. Based on historical transaction data and AGG's current price of $98.47, SUMITOMO MITSUI FINANCIAL GROUP, INC.'s estimated gain on his AGG holdings is $-17.53 Mil, reflecting a -2.59% gain to date.

SUMITOMO MITSUI FINANCIAL GROUP, INC. AGG ($98.47) Holding Chart

SUMITOMO MITSUI FINANCIAL GROUP, INC. AGG ($98.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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