UB
IBDO

UMB Bank’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

UMB Bank’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,200
Closed -$30K – 1802
2022
Q4 		$30K Hold
1,200
– – ﹤0.01% 985
2022
Q3 		$30K Hold
1,200
– – ﹤0.01% 994
2022
Q2 		$30K Buy
+1,200
New +$30.2K ﹤0.01% 1049

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

UMB Bank's IBDO Position: Q1 2023 in Review

UMB Bank sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 1,200 shares — an estimated $30K sold.

UMB Bank first reported a position in IBDO in Q2 2022 and held it in 3 quarters. The position peaked at $30K in Q4 2022. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

  • UMB Bank reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 1,200 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $30K.
  • UMB Bank first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
  • UMB Bank's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $30K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.