UMB Bank’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

UMB Bank’s Portfolio IAGG Stock Details IAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$338K	Buy	6,751 +17	+0.3%	+$854	﹤0.01%	561
2025 Q4	$337K	Hold	6,734	–	–	﹤0.01%	547
2025 Q3	$345K	Hold	6,734	–	–	0.01%	502
2025 Q2	$344K	Hold	6,734	–	–	0.01%	481
2025 Q1	$337K	Hold	6,734	–	–	0.01%	471
2024 Q4	$336K	Buy	6,734 +2,117	+46%	+$109K	0.01%	473
2024 Q3	$239K	Hold	4,617	–	–	﹤0.01%	535
2024 Q2	$230K	Hold	4,617	–	–	﹤0.01%	533
2024 Q1	$231K	Sell	4,617 -39	-0.8%	-$1.93K	﹤0.01%	534
2023 Q4	$232K	Buy	4,656 +39	+0.8%	+$1.93K	﹤0.01%	548
2023 Q3	$225K	Hold	4,617	–	–	﹤0.01%	547
2023 Q2	$228K	Buy	+4,617	New	+$226K	﹤0.01%	557

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UMB Bank's IAGG Position: Q1 2026 in Review

UMB Bank increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.25% in Q1 2026, buying an estimated $854 and bringing the position to 6,751 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

UMB Bank first reported a position in IAGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $345K in Q3 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

UMB Bank held 6,751 shares of iShares Core International Aggregate Bond Fund worth $338K as of Q1 2026.
UMB Bank bought 17 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $854.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #561 holding.
UMB Bank first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and has held it in 12 quarters since.
UMB Bank's iShares Core International Aggregate Bond Fund position peaked at $345K in Q3 2025.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.