Basic Stats
| Institutional Owners | 0 total, 0 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Average Portfolio Allocation | 0.0253 % - change of -0.76% MRQ |
Institutional Ownership and Shareholders
UMBS (US:US3138WJTD04) has 0 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Largest shareholders include .
UMBS (US3138WJTD04) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | AGG - iShares Core U.S. Aggregate Bond ETF | 5,319 | -5.20 | ||||||
| 2025-07-25 | NP | MBB - iShares MBS ETF | 4,895 | -5.19 | ||||||
| 2025-07-29 | NP | TAUSX - John Hancock Investment Grade Bond Fund Class A | 860 | -5.19 | ||||||
| 2025-07-29 | NP | JHNBX - John Hancock Bond Fund Class A | 12,021 | -5.14 | ||||||
| 2025-08-21 | NP | MCFQX - Mercer Core Fixed Income Fund Class I | 26 | 0.00 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y | 298 | -2.61 | ||||||
| 2025-08-26 | NP | Master Investment Portfolio II - CoreAlpha Bond Master Portfolio | 37 | -2.63 | ||||||
| 2025-08-29 | NP | JAHDX - Active Bond Trust NAV | 397 | -2.70 | ||||||
| 2025-08-29 | NP | JAGBX - Select Bond Trust NAV | 4,982 | -2.89 | ||||||
| 2025-06-26 | NP | BLACKROCK FUNDS - iShares U.S. Securitized Bond Index Fund | 309 | -0.65 | ||||||
| 2025-08-26 | NP | MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio | 63 | -3.12 |
