Basic Stats
| Institutional Owners | 1 total, 1 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Average Portfolio Allocation | 0.1813 % - change of -22.37% MRQ |
| Institutional Shares (Long) | 489,780 (ex 13D/G) - change of 0.00MM shares 0.00% MRQ |
| Institutional Value (Long) | $ 500 USD ($1000) |
Institutional Ownership and Shareholders
UMBS (US:US3132DP2K34) has 1 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 489,780 shares. Largest shareholders include TIIUX - Core Fixed Income Fund .
UMBS (US3132DP2K34) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-28 | NP | TIIUX - Core Fixed Income Fund | 489,780 | -2.99 | 501 | -2.72 | ||||
| 2025-05-30 | NP | MML Series Investment Fund II - MML Dynamic Bond Fund Class II | 165 | -2.96 | ||||||
| 2025-06-25 | NP | MDSAX - Integrity Short Term Government Fund Class A | 245 | -1.61 | ||||||
| 2025-07-29 | NP | SCOAX - Siit Core Fixed Income - Class A | 80 | -4.82 | ||||||
| 2025-08-29 | NP | JAGUX - Total Bond Market Trust NAV | 1,198 | -3.16 |
