UB
IBDP

UMB Bank’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

UMB Bank’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-609
Closed -$15.1K – 1770
2023
Q3 		$15.1K Hold
609
– – ﹤0.01% 1151
2023
Q2 		$15K Hold
609
– – ﹤0.01% 1172
2023
Q1 		$15K Sell
609
-591
-49% -$14.5K ﹤0.01% 1172
2022
Q4 		$29K Hold
1,200
– – ﹤0.01% 991
2022
Q3 		$29K Hold
1,200
– – ﹤0.01% 1012
2022
Q2 		$30K Buy
+1,200
New +$29.8K ﹤0.01% 1048

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UMB Bank's IBDP Position: Q4 2023 in Review

UMB Bank sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 609 shares — an estimated $15.1K sold.

UMB Bank first reported a position in IBDP in Q2 2022 and held it in 6 quarters. The position peaked at $30K in Q2 2022. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • UMB Bank reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • UMB Bank sold 609 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $15.1K.
  • UMB Bank first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • UMB Bank's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $30K in Q2 2022.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.