Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
20,000
-150,000
-88% -$7.97M ﹤0.01% 880
2026
Q1 		$9.05M Sell
170,000
-93,000
-35% -$5.01M 0.01% 678
2025
Q4 		$14.2M Sell
263,000
-322,000
-55% -$17.4M 0.01% 657
2025
Q3 		$31.6M Buy
585,000
+262,000
+81% +$14M 0.02% 580
2025
Q2 		$17.2M Sell
323,000
-112,600
-26% -$5.88M 0.01% 640
2025
Q1 		$22.9M Hold
435,600
– – 0.02% 622
2024
Q4 		$22.4M Buy
435,600
+101,092
+30% +$5.29M 0.02% 627
2024
Q3 		$18M Sell
334,508
-214,322
-39% -$11.3M 0.01% 661
2024
Q2 		$28.1M Sell
548,830
-475,316
-46% -$24.2M 0.02% 578
2024
Q1 		$52.8M Sell
1,024,146
-208,090
-17% -$10.7M 0.04% 469
2023
Q4 		$64.1M Sell
1,232,236
-358,500
-23% -$17.7M 0.05% 405
2023
Q3 		$77.4M Sell
1,590,736
-90,848
-5% -$4.52M 0.06% 337
2023
Q2 		$85M Buy
+1,681,584
New +$85.5M 0.07% 320

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IGIB Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 88% in Q2 2026, selling an estimated $7.97M and leaving 20,000 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Sumitomo Mitsui Trust Group first reported a position in IGIB in Q2 2023 and has held it in 13 quarters since. The position peaked at $85M in Q2 2023. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 20,000 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.06M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 150,000 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.97M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #880 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Sumitomo Mitsui Trust Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $85M in Q2 2023.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.