UB
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UMB Bank’s iShares Floating Rate Bond ETF FLOT Stock Holding History

UMB Bank’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Hold
23,300
– – 0.02% 338
2026
Q1 		$1.19M Buy
23,300
+6,900
+42% +$351K 0.02% 337
2025
Q4 		$834K Buy
+16,400
New +$835K 0.01% 387
2023
Q4 		– Sell
-294
Closed -$15K – 1655
2023
Q3 		$15K Hold
294
– – ﹤0.01% 1154
2023
Q2 		$14.9K Sell
294
-60
-17% -$3.03K ﹤0.01% 1173
2023
Q1 		$17.8K Sell
354
-121
-25% -$6.11K ﹤0.01% 1114
2022
Q4 		$24K Sell
475
-15,029
-97% -$754K ﹤0.01% 1051
2022
Q3 		$779K Buy
15,504
+299
+2% +$15K 0.01% 376
2022
Q2 		$759K Sell
15,205
-2,473
-14% -$125K 0.01% 408
2022
Q1 		$893K Buy
17,678
+2,538
+17% +$128K 0.01% 403
2021
Q4 		$768K Buy
+15,140
New +$768K 0.01% 420

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank's FLOT Position: Q2 2026 in Review

UMB Bank held its iShares Floating Rate Bond ETF (FLOT) position steady in Q2 2026 at 23,300 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #338.

UMB Bank first reported a position in FLOT in Q4 2021 and has held it in 11 quarters since. 686 funds tracked by Wall St. Rank hold FLOT as of Q2 2026.

  • UMB Bank held 23,300 shares of iShares Floating Rate Bond ETF worth $1.19M as of Q2 2026.
  • UMB Bank left its iShares Floating Rate Bond ETF share count unchanged in Q2 2026.
  • iShares Floating Rate Bond ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #338 holding.
  • UMB Bank first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 11 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2026.

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