UMB Bank’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

UMB Bank’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35	Closed	-$3.21K	–	2290
2025 Q3	$3.21K	Sell	35 -131	-79%	-$12K	﹤0.01%	1977
2025 Q2	$15.2K	Buy	166 +131	+374%	+$12K	﹤0.01%	1467
2025 Q1	$3.21K	Hold	35	–	–	﹤0.01%	1879
2024 Q4	$3.2K	Sell	35 -5,593	-99%	-$512K	﹤0.01%	1838
2024 Q3	$517K	Buy	5,628 +741	+15%	+$67.9K	0.01%	406
2024 Q2	$449K	Buy	+4,887	New	+$448K	0.01%	408
2022 Q3	–	Sell	-260	Closed	-$24K	–	1763
2022 Q2	$24K	Sell	260 -4,248	-94%	-$388K	﹤0.01%	1104
2022 Q1	$412K	Sell	4,508 -1,147	-20%	-$105K	0.01%	503
2021 Q4	$517K	Sell	5,655 -1,090	-16%	-$99.7K	0.01%	476
2021 Q3	$617K	Hold	6,745	–	–	0.01%	277
2021 Q2	$617K	Hold	6,745	–	–	0.01%	281
2021 Q1	$617K	Buy	6,745 +48	+0.7%	+$4.39K	0.02%	270
2020 Q4	$613K	Buy	+6,697	New	+$613K	0.02%	262

Other funds holding BIL

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UMB Bank's BIL Position: Q4 2025 in Review

UMB Bank sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2025, closing a stake of 35 shares — an estimated $3.21K sold.

UMB Bank first reported a position in BIL in Q4 2020 and held it in 13 quarters. The position peaked at $617K in Q3 2021. 1,241 funds tracked by Wall St. Rank hold BIL as of Q4 2025.

UMB Bank reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
UMB Bank sold 35 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $3.21K.
UMB Bank first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 13 quarters.
UMB Bank's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $617K in Q3 2021.
1,241 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.