SMFG
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Sumitomo Mitsui Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Sumitomo Mitsui Financial Group’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 		$7.86M Buy
71,821
+4,313
+6% +$477K 0.15% 53
2026
Q1 		$7.45M Buy
67,508
+2,585
+4% +$286K 0.15% 55
2025
Q4 		$7.14M Buy
64,923
+5,808
+10% +$644K 0.13% 55
2025
Q3 		$6.57M Buy
59,115
+8,304
+16% +$917K 0.12% 55
2025
Q2 		$5.59M Buy
50,811
+8,475
+20% +$924K 0.09% 57
2025
Q1 		$4.7M Buy
42,336
+2,106
+5% +$229K 0.09% 58
2024
Q4 		$4.29M Buy
40,230
+6,868
+21% +$744K 0.06% 65
2024
Q3 		$3.69M Buy
33,362
+4,021
+14% +$437K 0.08% 62
2024
Q2 		$3.13M Buy
29,341
+1,574
+6% +$167K 0.1% 64
2024
Q1 		$2.98M Sell
27,767
-2,129
-7% -$227K 0.09% 65
2023
Q4 		$3.21M Sell
29,896
-1,356
-4% -$142K 0.1% 64
2023
Q3 		$3.24M Buy
31,252
+202
+0.7% +$21.4K 0.1% 64
2023
Q2 		$3.34M Sell
31,050
-147
-0.5% -$16K 0.11% 66
2023
Q1 		$3.44M Sell
31,197
-1,258
-4% -$136K 0.11% 72
2022
Q4 		$3.45M Sell
32,455
-26,139
-45% -$2.79M 0.13% 68
2022
Q3 		$6.15M Sell
58,594
-12,252
-17% -$1.39M 0.26% 56
2022
Q2 		$8.07M Sell
70,846
-16,434
-19% -$1.95M 0.23% 54
2022
Q1 		$10.9M Sell
87,280
-13,031
-13% -$1.64M 0.32% 46
2021
Q4 		$13M Buy
100,311
+9,393
+10% +$1.21M 0.37% 38
2021
Q3 		$11.6M Buy
90,918
+22,655
+33% +$2.92M 0.27% 44
2021
Q2 		$8.74M Sell
68,263
-1,512
-2% -$192K 0.19% 46
2021
Q1 		$8.76M Buy
69,775
+11,347
+19% +$1.44M 0.21% 38
2020
Q4 		$7.46M Buy
58,428
+2,263
+4% +$285K 0.18% 38
2020
Q3 		$7.11M Buy
56,165
+20,080
+56% +$2.52M 0.24% 30
2020
Q2 		$4.44M Buy
36,085
+18,452
+105% +$2.24M 0.15% 32
2020
Q1 		$2.08M Buy
17,633
+9,872
+127% +$1.16M 0.1% 60
2019
Q4 		$905K Sell
7,761
-150
-2% -$17.4K 0.07% 69
2019
Q3 		$920K Sell
7,911
-352
-4% -$40.9K 0.08% 67
2019
Q2 		$954K Sell
8,263
-210
-2% -$23.9K 0.08% 62
2019
Q1 		$958K Sell
8,473
-545
-6% -$60.5K 0.09% 63
2018
Q4 		$987K Buy
9,018
+499
+6% +$54.5K 0.06% 60
2018
Q3 		$942K Sell
8,519
-1,421
-14% -$159K 0.08% 57
2018
Q2 		$1.12M Buy
9,940
+255
+3% +$28.6K 0.11% 48
2018
Q1 		$1.09M Buy
9,685
+855
+10% +$96.2K 0.1% 50
2017
Q4 		$1.01M Buy
8,830
+347
+4% +$39.5K 0.13% 45
2017
Q3 		$963K Buy
8,483
+203
+2% +$23.1K 0.11% 48
2017
Q2 		$939K Buy
+8,280
New +$946K 0.19% 43

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
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 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

Sumitomo Mitsui Financial Group's TIP Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 6.4% in Q2 2026, buying an estimated $477K and bringing the position to 71,821 shares worth $7.86M. The position accounts for 0.15% of the portfolio, ranked #53.

Sumitomo Mitsui Financial Group first reported a position in TIP in Q2 2017 and has held it in 37 quarters since. The position peaked at $13M in Q4 2021. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 71,821 shares of iShares TIPS Bond ETF worth $7.86M as of Q2 2026.
  • Sumitomo Mitsui Financial Group bought 4,313 iShares TIPS Bond ETF shares in Q2 2026, an estimated $477K.
  • iShares TIPS Bond ETF made up 0.15% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #53 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares TIPS Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • Sumitomo Mitsui Financial Group's iShares TIPS Bond ETF position peaked at $13M in Q4 2021.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.