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Sumitomo Life Insurance’s iShares TIPS Bond ETF TIP Stock Holding History

Sumitomo Life Insurance’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212M Buy
1,939,392
+425,937
+28% +$47.1M 3.47% 4
2026
Q1 		$167M Buy
+1,513,455
New +$168M 3.93% 3
2025
Q4 		– Sell
-1,471,634
Closed -$164M – 285
2025
Q3 		$164M Buy
1,471,634
+451,450
+44% +$49.9M 5.08% 2
2025
Q2 		$112M Sell
1,020,184
-587,549
-37% -$64.1M 7.61% 2
2025
Q1 		$179M Buy
1,607,733
+145,987
+10% +$15.9M 6.39% 3
2024
Q4 		$156M Buy
1,461,746
+536,610
+58% +$58.1M 2.94% 5
2024
Q3 		$102M Buy
+925,136
New +$101M 2.01% 6
2024
Q2 		– Sell
-1,280,653
Closed -$138M – 282
2024
Q1 		$138M Buy
1,280,653
+648,150
+102% +$69.3M 3.57% 5
2023
Q4 		$68M Buy
+632,503
New +$66.1M 2.11% 4
2023
Q2 		– Sell
-1,309,485
Closed -$144M – 263
2023
Q1 		$144M Buy
1,309,485
+942,207
+257% +$102M 12.15% 2
2022
Q4 		$39.1M Sell
367,278
-755,825
-67% -$80.7M 2.88% 4
2022
Q3 		$118M Buy
1,123,103
+228,103
+25% +$25.8M 4.99% 4
2022
Q2 		$102M Buy
895,000
+20,000
+2% +$2.37M 2.85% 5
2022
Q1 		$109M Sell
875,000
-1,125,000
-56% -$142M 2.7% 4
2021
Q4 		$258M Sell
2,000,000
-320,000
-14% -$41.3M 6.15% 3
2021
Q3 		$296M Buy
2,320,000
+1,570,000
+209% +$202M 7.93% 2
2021
Q2 		$96M Buy
+750,000
New +$95.3M 3.05% 3
2021
Q1 		– Sell
-817,428
Closed -$104M – 285
2020
Q4 		$104M Buy
817,428
+299,500
+58% +$37.8M 4.41% 2
2020
Q3 		$65.5M Buy
+517,928
New +$65.1M 3.05% 2

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sumitomo Life Insurance's TIP Position: Q2 2026 in Review

Sumitomo Life Insurance increased its iShares TIPS Bond ETF (TIP) stake by 28% in Q2 2026, buying an estimated $47.1M and bringing the position to 1,939,392 shares worth $212M. The position accounts for 3.47% of the portfolio, ranked #4.

Sumitomo Life Insurance first reported a position in TIP in Q3 2020 and has held it in 19 quarters since. The position peaked at $296M in Q3 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Sumitomo Life Insurance held 1,939,392 shares of iShares TIPS Bond ETF worth $212M as of Q2 2026.
  • Sumitomo Life Insurance bought 425,937 iShares TIPS Bond ETF shares in Q2 2026, an estimated $47.1M.
  • iShares TIPS Bond ETF made up 3.47% of Sumitomo Life Insurance's portfolio in Q2 2026, its #4 holding.
  • Sumitomo Life Insurance first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • Sumitomo Life Insurance's iShares TIPS Bond ETF position peaked at $296M in Q3 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.