UMB Bank’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

UMB Bank’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-454	Closed	-$47K	–	2170
2024 Q1	$47K	Buy	+454	New	+$47.1K	﹤0.01%	845

Other funds holding AGGM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

UMB Bank's AGGM Position: Q2 2024 in Review

UMB Bank sold out of iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) in Q2 2024, closing a stake of 454 shares — an estimated $47K sold.

UMB Bank first reported a position in AGGM in Q1 2024 and held it in 1 quarter. The position peaked at $47K in Q1 2024. 71 funds tracked by Wall St. Rank hold AGGM as of Q2 2024.

UMB Bank reported no remaining iShares 1-10 Year U.S. Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
UMB Bank sold 454 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2024, an estimated $47K.
UMB Bank first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
UMB Bank's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $47K in Q1 2024.
71 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.