UB
IBDR icon

UMB Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

UMB Bank’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-630
Closed -$14.7K – 1671
2023
Q3 		$14.7K Hold
630
– – ﹤0.01% 1160
2023
Q2 		$14.8K Hold
630
– – ﹤0.01% 1177
2023
Q1 		$14.9K Buy
+630
New +$14.8K ﹤0.01% 1175

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UMB Bank's IBDR Position: Q4 2023 in Review

UMB Bank sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2023, closing a stake of 630 shares — an estimated $14.7K sold.

UMB Bank first reported a position in IBDR in Q1 2023 and held it in 3 quarters. The position peaked at $14.9K in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDR as of Q4 2023.

  • UMB Bank reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • UMB Bank sold 630 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2023, an estimated $14.7K.
  • UMB Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • UMB Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $14.9K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2023.

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