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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank's FLOT Position: Q1 2026 in Review

UMB Bank increased its iShares Floating Rate Bond ETF (FLOT) stake by 42% in Q1 2026, buying an estimated $351K and bringing the position to 23,300 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #337.

UMB Bank first reported a position in FLOT in Q4 2021 and has held it in 10 quarters since. 657 funds tracked by Wall St. Rank hold FLOT as of Q1 2026.

  • UMB Bank held 23,300 shares of iShares Floating Rate Bond ETF worth $1.19M as of Q1 2026.
  • UMB Bank bought 6,900 iShares Floating Rate Bond ETF shares in Q1 2026, an estimated $351K.
  • iShares Floating Rate Bond ETF made up 0.02% of UMB Bank's portfolio in Q1 2026, its #337 holding.
  • UMB Bank first reported a position in iShares Floating Rate Bond ETF in Q4 2021 and has held it in 10 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.