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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.2% in Q2 2026, selling an estimated $39.7K and leaving 4,703 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Sumitomo Mitsui Trust Group first reported a position in LQD in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.95M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 4,703 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $513K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 364 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $39.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #973 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 26 quarters since.
  • Sumitomo Mitsui Trust Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.95M in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ 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.