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UMB Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

UMB Bank’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
10,904
-338
-3% -$36.8K 0.02% 339
2026
Q1 		$1.23M Sell
11,242
-2,589
-19% -$285K 0.02% 332
2025
Q4 		$1.52M Sell
13,831
-3,738
-21% -$416K 0.02% 303
2025
Q3 		$1.96M Sell
17,569
-2,020
-10% -$222K 0.03% 247
2025
Q2 		$2.15M Sell
19,589
-5,744
-23% -$616K 0.03% 234
2025
Q1 		$2.75M Buy
25,333
+10,808
+74% +$1.16M 0.05% 209
2024
Q4 		$1.55M Sell
14,525
-2,953
-17% -$323K 0.02% 265
2024
Q3 		$1.97M Sell
17,478
-1,115
-6% -$123K 0.03% 241
2024
Q2 		$1.99M Sell
18,593
-1,902
-9% -$203K 0.03% 239
2024
Q1 		$2.23M Sell
20,495
-2,453
-11% -$267K 0.04% 232
2023
Q4 		$2.54M Sell
22,948
-1,843
-7% -$192K 0.04% 221
2023
Q3 		$2.53M Sell
24,791
-828
-3% -$87.3K 0.04% 212
2023
Q2 		$2.77M Sell
25,619
-140
-0.5% -$15.1K 0.04% 214
2023
Q1 		$2.82M Sell
25,759
-77,804
-75% -$8.43M 0.05% 215
2022
Q4 		$10.9M Buy
103,563
+79,555
+331% +$8.33M 0.17% 120
2022
Q3 		$2.46M Sell
24,008
-3,386
-12% -$373K 0.04% 237
2022
Q2 		$3.01M Sell
27,394
-3,610
-12% -$408K 0.05% 234
2022
Q1 		$3.75M Sell
31,004
-324
-1% -$40.4K 0.05% 224
2021
Q4 		$4.15M Buy
31,328
+16
+0.1% +$2.13K 0.05% 220
2021
Q3 		$4.17M Buy
31,312
+447
+1% +$60.4K 0.09% 147
2021
Q2 		$4.15M Buy
30,865
+5,642
+22% +$744K 0.09% 143
2021
Q1 		$3.28M Buy
25,223
+331
+1% +$44K 0.08% 155
2020
Q4 		$3.44M Sell
24,892
-411
-2% -$56K 0.09% 145
2020
Q3 		$3.4M Hold
25,303
– – 0.11% 144
2020
Q2 		$3.4M Sell
25,303
-105
-0.4% -$13.7K 0.11% 144
2020
Q1 		$3.14M Sell
25,408
-1,686
-6% -$215K 0.11% 133
2019
Q4 		$3.47M Sell
27,094
-356
-1% -$45.3K 0.1% 141
2019
Q3 		$3.5K Sell
27,450
-1,534
-5% -$193K 0.08% 139
2019
Q2 		$3.6K Sell
28,984
-1,688
-6% -$203K 0.09% 140
2019
Q1 		$3.65M Sell
30,672
-277
-0.9% -$32.1K 0.11% 137
2018
Q4 		$3.49K Buy
30,949
+546
+2% +$61.4K 0.11% 128
2018
Q3 		$3.49M Sell
30,403
-1,108
-4% -$128K 0.1% 135
2018
Q2 		$3.61M Sell
31,511
-1,285
-4% -$148K 0.11% 131
2018
Q1 		$3.85M Sell
32,796
-979
-3% -$116K 0.12% 134
2017
Q4 		$4.11M Buy
33,775
+6,009
+22% +$727K 0.13% 129
2017
Q3 		$3.37M Buy
27,766
+749
+3% +$90.5K 0.12% 134
2017
Q2 		$3.26M Buy
27,017
+218
+0.8% +$26.1K 0.11% 137
2017
Q1 		$3.16M Sell
26,799
-221
-0.8% -$26K 0.11% 138
2016
Q4 		$3.17M Sell
27,020
-61
-0.2% -$7.25K 0.12% 129
2016
Q3 		$3.34M Buy
27,081
+231
+0.9% +$28.5K 0.13% 128
2016
Q2 		$3.29M Sell
26,850
-906
-3% -$109K 0.14% 126
2016
Q1 		$3.3M Sell
27,756
-1,088
-4% -$125K 0.14% 120
2015
Q4 		$3.29M Buy
+28,844
New +$3.33M 0.14% 132

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

UMB Bank's LQD Position: Q2 2026 in Review

UMB Bank reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q2 2026, selling an estimated $36.8K and leaving 10,904 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #339.

UMB Bank first reported a position in LQD in Q4 2015 and has held it in 43 quarters since. The position peaked at $10.9M in Q4 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • UMB Bank held 10,904 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.19M as of Q2 2026.
  • UMB Bank sold 338 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $36.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #339 holding.
  • UMB Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.9M in Q4 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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