Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.9M Sell
987,000
-107,500
-10% -$5.68M 0.03% 432
2025
Q4 		$57.9M Buy
1,094,500
+320,500
+41% +$17M 0.03% 424
2025
Q3 		$41M Sell
774,000
-43,000
-5% -$2.27M 0.02% 520
2025
Q2 		$43.1M Sell
817,000
-98,800
-11% -$5.16M 0.03% 493
2025
Q1 		$48M Buy
915,800
+498,500
+119% +$25.9M 0.03% 448
2024
Q4 		$21.6M Buy
417,300
+60,177
+17% +$3.13M 0.01% 632
2024
Q3 		$18.8M Sell
357,123
-180,322
-34% -$9.38M 0.01% 652
2024
Q2 		$27.5M Sell
537,445
-6,052
-1% -$309K 0.02% 581
2024
Q1 		$27.9M Sell
543,497
-130,345
-19% -$6.67M 0.02% 644
2023
Q4 		$34.6M Buy
673,842
+92,000
+16% +$4.62M 0.03% 583
2023
Q3 		$29M Sell
581,842
-117,168
-17% -$5.86M 0.02% 604
2023
Q2 		$35.1M Sell
699,010
-529,147
-43% -$26.7M 0.03% 566
2023
Q1 		$62.1M Sell
1,228,157
-129,573
-10% -$6.51M 0.05% 424
2022
Q4 		$67.6M Sell
1,357,730
-43,000
-3% -$2.13M 0.05% 410
2022
Q3 		$69M Sell
1,400,730
-248,497
-15% -$12.5M 0.06% 386
2022
Q2 		$83.4M Buy
1,649,227
+210,067
+15% +$10.7M 0.06% 342
2022
Q1 		$74.4M Sell
1,439,160
-316,260
-18% -$16.7M 0.05% 407
2021
Q4 		$94.6M Buy
1,755,420
+116,509
+7% +$6.31M 0.06% 358
2021
Q3 		$89.5M Buy
1,638,911
+1,618,446
+7,908% +$88.6M 0.06% 365
2021
Q2 		$1.12M Sell
20,465
-8,000
-28% -$438K ﹤0.01% 1023
2021
Q1 		$1.56M Sell
28,465
-5,922
-17% -$325K ﹤0.01% 957
2020
Q4 		$1.9M Buy
+34,387
New +$1.89M ﹤0.01% 911

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MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IGSB Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.8% in Q1 2026, selling an estimated $5.68M and leaving 987,000 shares worth $51.9M. The position accounts for 0.03% of the portfolio, ranked #432.

Sumitomo Mitsui Trust Group first reported a position in IGSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $94.6M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 987,000 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $51.9M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 107,500 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $5.68M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #432 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Sumitomo Mitsui Trust Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $94.6M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.