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UMB Bank’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

UMB Bank’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.74K Hold
146
– – ﹤0.01% 2031
2026
Q1 		$6.74K Buy
+146
New +$6.8K ﹤0.01% 1974
2025
Q1 		– Sell
-194
Closed -$8.77K – 2136
2024
Q4 		$8.77K Buy
+194
New +$8.9K ﹤0.01% 1508
2022
Q3 		– Sell
-352
Closed -$16K – 1868
2022
Q2 		$16K Buy
+352
New +$16.7K ﹤0.01% 1253
2022
Q1 		– Sell
-312
Closed -$17K – 2023
2021
Q4 		$17K Buy
+312
New +$16.5K ﹤0.01% 1319

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

UMB Bank's IUSB Position: Q2 2026 in Review

UMB Bank held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 146 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

UMB Bank first reported a position in IUSB in Q4 2021 and has held it in 5 quarters since. The position peaked at $17K in Q4 2021. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • UMB Bank held 146 shares of iShares Core Universal USD Bond ETF worth $6.74K as of Q2 2026.
  • UMB Bank left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2031 holding.
  • UMB Bank first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • UMB Bank's iShares Core Universal USD Bond ETF position peaked at $17K in Q4 2021.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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