UB
BIV icon

UMB Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

UMB Bank’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
15,577
-110
-0.7% -$8.45K 0.02% 336
2026
Q1 		$1.21M Buy
15,687
+7,925
+102% +$617K 0.02% 333
2025
Q4 		$605K Sell
7,762
-1,075
-12% -$84.1K 0.01% 439
2025
Q3 		$690K Hold
8,837
– – 0.01% 382
2025
Q2 		$683K Hold
8,837
– – 0.01% 372
2025
Q1 		$677K Sell
8,837
-686
-7% -$51.8K 0.01% 370
2024
Q4 		$712K Hold
9,523
– – 0.01% 362
2024
Q3 		$746K Sell
9,523
-1,341
-12% -$103K 0.01% 360
2024
Q2 		$814K Sell
10,864
-1,433
-12% -$106K 0.01% 346
2024
Q1 		$927K Buy
12,297
+565
+5% +$42.6K 0.01% 339
2023
Q4 		$896K Sell
11,732
-1,988
-14% -$146K 0.01% 342
2023
Q3 		$992K Sell
13,720
-1,473
-10% -$109K 0.02% 321
2023
Q2 		$1.14M Buy
15,193
+3,951
+35% +$301K 0.02% 314
2023
Q1 		$863K Sell
11,242
-2,047
-15% -$155K 0.01% 348
2022
Q4 		$988K Sell
13,289
-12,760
-49% -$945K 0.02% 337
2022
Q3 		$1.91M Buy
26,049
+20,703
+387% +$1.6M 0.03% 264
2022
Q2 		$415K Buy
5,346
+467
+10% +$36.6K 0.01% 493
2022
Q1 		$400K Hold
4,879
– – 0.01% 513
2021
Q4 		$427K Hold
4,879
– – 0.01% 505
2021
Q3 		$436K Hold
4,879
– – 0.01% 303
2021
Q2 		$439K Hold
4,879
– – 0.01% 298
2021
Q1 		$433K Hold
4,879
– – 0.01% 293
2020
Q4 		$453K Buy
+4,879
New +$454K 0.01% 282
2019
Q4 		– Sell
-2,878
Closed -$253 – 367
2019
Q3 		$253 Buy
+2,878
New +$251K 0.01% 338

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UMB Bank's BIV Position: Q2 2026 in Review

UMB Bank reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.7% in Q2 2026, selling an estimated $8.45K and leaving 15,577 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #336.

UMB Bank first reported a position in BIV in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.91M in Q3 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • UMB Bank held 15,577 shares of Vanguard Intermediate-Term Bond ETF worth $1.19M as of Q2 2026.
  • UMB Bank sold 110 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.45K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #336 holding.
  • UMB Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • UMB Bank's Vanguard Intermediate-Term Bond ETF position peaked at $1.91M in Q3 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.