Sumitomo Mitsui DS Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$352K	Sell	3,217 -351	-10%	-$38.8K	﹤0.01%	705
2026 Q1	$394K	Buy	3,568 +473	+15%	+$52.4K	﹤0.01%	686
2025 Q4	$340K	Sell	3,095 -278	-8%	-$30.8K	﹤0.01%	700
2025 Q3	$375K	Buy	3,373 +473	+16%	+$52.3K	﹤0.01%	677
2025 Q2	$319K	Sell	2,900 -388	-12%	-$42.3K	﹤0.01%	689
2025 Q1	$365K	Buy	3,288 +305	+10%	+$33.1K	﹤0.01%	711
2024 Q4	$318K	Sell	2,983 -48	-2%	-$5.2K	﹤0.01%	734
2024 Q3	$335K	Buy	+3,031	New	+$329K	﹤0.01%	726

Other funds holding TIP

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's TIP Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its iShares TIPS Bond ETF (TIP) stake by 9.8% in Q2 2026, selling an estimated $38.8K and leaving 3,217 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Sumitomo Mitsui DS Asset Management first reported a position in TIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $394K in Q1 2026. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 3,217 shares of iShares TIPS Bond ETF worth $352K as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 351 iShares TIPS Bond ETF shares in Q2 2026, an estimated $38.8K.
iShares TIPS Bond ETF made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #705 holding.
Sumitomo Mitsui DS Asset Management first reported a position in iShares TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sumitomo Mitsui DS Asset Management's iShares TIPS Bond ETF position peaked at $394K in Q1 2026.
313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.