UMB Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

UMB Bank’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$387K	Sell	4,095 -418	-9%	-$39.6K	﹤0.01%	549
2026 Q1	$431K	Sell	4,513 -906	-17%	-$87.2K	0.01%	506
2025 Q4	$521K	Buy	5,419 +3,692	+214%	+$357K	0.01%	465
2025 Q3	$167K	Hold	1,727	–	–	﹤0.01%	672
2025 Q2	$165K	Hold	1,727	–	–	﹤0.01%	649
2025 Q1	$165K	Sell	1,727 -177	-9%	-$16.6K	﹤0.01%	605
2024 Q4	$176K	Hold	1,904	–	–	﹤0.01%	577
2024 Q3	$187K	Sell	1,904 -169	-8%	-$16.3K	﹤0.01%	586
2024 Q2	$194K	Sell	2,073 -995	-32%	-$92.4K	﹤0.01%	568
2024 Q1	$290K	Sell	3,068 -263	-8%	-$24.9K	﹤0.01%	493
2023 Q4	$321K	Sell	3,331 -138,742	-98%	-$12.8M	﹤0.01%	482
2023 Q3	$13M	Buy	142,073 +1,706	+1%	+$161K	0.21%	102
2023 Q2	$13.6M	Buy	140,367 +4	+0%	+$393	0.21%	106
2023 Q1	$13.9M	Buy	140,363 +73,705	+111%	+$7.2M	0.22%	101
2022 Q4	$6.38M	Sell	66,658 -81,506	-55%	-$7.83M	0.1%	157
2022 Q3	$14.2M	Buy	148,164 +8,248	+6%	+$837K	0.24%	92
2022 Q2	$14.3M	Buy	139,916 +107,860	+336%	+$11.1M	0.22%	99
2022 Q1	$3.44M	Buy	32,056 +28,441	+787%	+$3.16M	0.05%	235
2021 Q4	$416K	Buy	+3,615	New	+$416K	0.01%	511

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UMB Bank's IEF Position: Q2 2026 in Review

UMB Bank reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.3% in Q2 2026, selling an estimated $39.6K and leaving 4,095 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

UMB Bank first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q2 2022. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

UMB Bank held 4,095 shares of iShares 7-10 Year Treasury Bond ETF worth $387K as of Q2 2026.
UMB Bank sold 418 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $39.6K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #549 holding.
UMB Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $14.3M in Q2 2022.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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