Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$749K Buy
7,329
+2,626
+56% +$278K ﹤0.01% 898
2026
Q2 		$513K Sell
4,703
-364
-7% -$39.7K ﹤0.01% 973
2026
Q1 		$552K Sell
5,067
-155
-3% -$17.1K ﹤0.01% 916
2025
Q4 		$575K Sell
5,222
-457
-8% -$50.8K ﹤0.01% 929
2025
Q3 		$633K Sell
5,679
-498
-8% -$54.7K ﹤0.01% 911
2025
Q2 		$677K Buy
6,177
+238
+4% +$25.5K ﹤0.01% 892
2025
Q1 		$646K Hold
5,939
– – ﹤0.01% 906
2024
Q4 		$635K Sell
5,939
-786
-12% -$86K ﹤0.01% 922
2024
Q3 		$760K Sell
6,725
-9,670
-59% -$1.07M ﹤0.01% 919
2024
Q2 		$1.76M Sell
16,395
-1,512
-8% -$161K ﹤0.01% 847
2024
Q1 		$1.95M Sell
17,907
-5,372
-23% -$584K ﹤0.01% 899
2023
Q4 		$2.58M Sell
23,279
-766
-3% -$79.8K ﹤0.01% 878
2023
Q3 		$2.45M Sell
24,045
-2,078
-8% -$219K ﹤0.01% 894
2023
Q2 		$2.82M Sell
26,123
-1,873
-7% -$203K ﹤0.01% 888
2023
Q1 		$3.07M Sell
27,996
-9,740
-26% -$1.05M ﹤0.01% 872
2022
Q4 		$3.98M Buy
37,736
+1,301
+4% +$136K ﹤0.01% 862
2022
Q3 		$3.73M Sell
36,435
-2,826
-7% -$311K ﹤0.01% 876
2022
Q2 		$4.32M Buy
39,261
+284
+0.7% +$32.1K ﹤0.01% 878
2022
Q1 		$4.71M Sell
38,977
-5,964
-13% -$744K ﹤0.01% 864
2021
Q4 		$5.96M Sell
44,941
-2,073
-4% -$276K ﹤0.01% 821
2021
Q3 		$6.25M Sell
47,014
-1,789
-4% -$242K ﹤0.01% 824
2021
Q2 		$6.56M Sell
48,803
-14,000
-22% -$1.85M ﹤0.01% 832
2021
Q1 		$8.17M Sell
62,803
-2,004
-3% -$267K 0.01% 802
2020
Q4 		$8.95M Buy
64,807
+700
+1% +$95.3K 0.01% 788
2020
Q3 		$8.64M Buy
64,107
+1,334
+2% +$182K 0.01% 775
2020
Q2 		$8.42M Sell
62,773
-4,177
-6% -$543K 0.01% 761
2020
Q1 		$8.25M Buy
+66,950
New +$8.53M 0.01% 736

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LQD Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 56% in Q3 2026, buying an estimated $278K and bringing the position to 7,329 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Sumitomo Mitsui Trust Group first reported a position in LQD in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.95M in Q4 2020. 599 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 7,329 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $749K as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 2,626 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $278K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #898 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Sumitomo Mitsui Trust Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.95M in Q4 2020.
  • 599 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.