Sumitomo Mitsui Trust Group
TIP icon

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

Sumitomo Mitsui Trust 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
2022
Q1 		– Sell
-7,100
Closed -$917K – 1237
2021
Q4 		$917K Buy
+7,100
New +$916K ﹤0.01% 1036
2021
Q3 		– Sell
-16,500
Closed -$2.11M – 1210
2021
Q2 		$2.11M Sell
16,500
-148,400
-90% -$18.9M ﹤0.01% 948
2021
Q1 		$20.7M Buy
164,900
+24,500
+17% +$3.1M 0.01% 707
2020
Q4 		$17.9M Buy
140,400
+26,300
+23% +$3.32M 0.01% 719
2020
Q3 		$14.4M Buy
114,100
+61,700
+118% +$7.75M 0.01% 724
2020
Q2 		$6.45M Sell
52,400
-79,100
-60% -$9.62M ﹤0.01% 783
2020
Q1 		$15.5M Buy
131,500
+6,300
+5% +$742K 0.01% 666
2019
Q4 		$14.6M Sell
125,200
-4,800
-4% -$558K 0.01% 703
2019
Q3 		$15.1M Buy
130,000
+53,200
+69% +$6.18M 0.01% 688
2019
Q2 		$8.87M Sell
76,800
-85,389
-53% -$9.71M 0.01% 726
2019
Q1 		$18.3M Hold
162,189
– – 0.02% 647
2018
Q4 		$17.7M Sell
162,189
-12,992
-7% -$1.42M 0.02% 619
2018
Q3 		$19.4M Buy
175,181
+3,392
+2% +$379K 0.02% 617
2018
Q2 		$19.4M Sell
171,789
-14,895
-8% -$1.67M 0.02% 618
2018
Q1 		$21.1M Buy
186,684
+41,049
+28% +$4.62M 0.03% 585
2017
Q4 		$16.6M Buy
145,635
+18,100
+14% +$2.06M 0.02% 622
2017
Q3 		$14.5M Buy
127,535
+60,635
+91% +$6.9M 0.02% 622
2017
Q2 		$7.59M Hold
66,900
– – 0.01% 669
2017
Q1 		$7.67M Buy
66,900
+7,000
+12% +$798K 0.01% 647
2016
Q4 		$6.78M Buy
59,900
+4,400
+8% +$502K 0.01% 651
2016
Q3 		$6.46M Buy
55,500
+6,000
+12% +$696K 0.01% 655
2016
Q2 		$5.78M Buy
49,500
+9,100
+23% +$1.05M 0.01% 647
2016
Q1 		$4.63M Sell
40,400
-1,700
-4% -$190K 0.01% 666
2015
Q4 		$4.61M Buy
42,100
+18,000
+75% +$1.99M 0.01% 675
2015
Q3 		$2.67M Sell
24,100
-3,070
-11% -$342K 0.01% 699
2015
Q2 		$3.04M Buy
27,170
+21,100
+348% +$2.39M 0.01% 705
2015
Q1 		$689K Hold
6,070
– – ﹤0.01% 810
2014
Q4 		$678K Buy
+6,070
New +$685K ﹤0.01% 809

Other funds holding TIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group's TIP Position: Q1 2022 in Review

Sumitomo Mitsui Trust Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2022, closing a stake of 7,100 shares — an estimated $917K sold.

Sumitomo Mitsui Trust Group first reported a position in TIP in Q4 2014 and held it in 28 quarters. The position peaked at $21.1M in Q1 2018. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

  • Sumitomo Mitsui Trust Group reported no remaining iShares TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,100 iShares TIPS Bond ETF shares in Q1 2022, an estimated $917K.
  • Sumitomo Mitsui Trust Group first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 28 quarters.
  • Sumitomo Mitsui Trust Group's iShares TIPS Bond ETF position peaked at $21.1M in Q1 2018.
  • 1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2022, filed 27 Apr 2022.