UMB Bank’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

UMB Bank’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.8K	Hold	796	–	–	﹤0.01%	1479
2026 Q1	$33.7K	Hold	796	–	–	﹤0.01%	1410
2025 Q4	$34.1K	Hold	796	–	–	﹤0.01%	1371
2025 Q3	$34.5K	Hold	796	–	–	﹤0.01%	1274
2025 Q2	$34.3K	Hold	796	–	–	﹤0.01%	1235
2025 Q1	$33.8K	Sell	796 -372	-32%	-$16K	﹤0.01%	1198
2024 Q4	$49.8K	Hold	1,168	–	–	﹤0.01%	916
2024 Q3	$50.7K	Hold	1,168	–	–	﹤0.01%	871
2024 Q2	$49.3K	Buy	1,168 +372	+47%	+$15.7K	﹤0.01%	824
2024 Q1	$33.9K	Hold	796	–	–	﹤0.01%	923
2023 Q4	$33.6K	Hold	796	–	–	﹤0.01%	917
2023 Q3	$32.7K	Hold	796	–	–	﹤0.01%	945
2023 Q2	$33K	Hold	796	–	–	﹤0.01%	954
2023 Q1	$33.2K	Hold	796	–	–	﹤0.01%	947
2022 Q4	$33K	Hold	796	–	–	﹤0.01%	964
2022 Q3	$32K	Hold	796	–	–	﹤0.01%	977
2022 Q2	$32K	Hold	796	–	–	﹤0.01%	1023
2022 Q1	$35K	Hold	796	–	–	﹤0.01%	1066
2021 Q4	$36K	Buy	+796	New	+$36.1K	﹤0.01%	1094

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMB Bank's SHYG Position: Q2 2026 in Review

UMB Bank held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 796 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

UMB Bank first reported a position in SHYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $50.7K in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

UMB Bank held 796 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $33.8K as of Q2 2026.
UMB Bank left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1479 holding.
UMB Bank first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $50.7K in Q3 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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