UMB Bank’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

UMB Bank’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-241	Closed	-$27.8K	–	2133
2024 Q4	$27.8K	Sell	241 -9,200	-97%	-$1.07M	﹤0.01%	1141
2024 Q3	$1.13M	Hold	9,441	–	–	0.02%	314
2024 Q2	$1.09M	Sell	9,441 -815	-8%	-$93.4K	0.02%	312
2024 Q1	$1.19M	Buy	10,256 +1,056	+11%	+$123K	0.02%	303
2023 Q4	$1.08M	Hold	9,200	–	–	0.02%	320
2023 Q3	$1.04M	Hold	9,200	–	–	0.02%	315
2023 Q2	$1.06M	Hold	9,200	–	–	0.02%	329
2023 Q1	$1.08M	Sell	9,200 -23	-0.2%	-$2.67K	0.02%	320
2022 Q4	$1.06M	Buy	9,223 +5,200	+129%	+$596K	0.02%	330
2022 Q3	$460K	Sell	4,023 -16	-0.4%	-$1.89K	0.01%	452
2022 Q2	$482K	Buy	4,039 +4,000	+10,256%	+$478K	0.01%	471
2022 Q1	$5K	Buy	+39	New	+$4.89K	﹤0.01%	1655

Other funds holding IEI

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UMB Bank's IEI Position: Q1 2025 in Review

UMB Bank sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 241 shares — an estimated $27.8K sold.

UMB Bank first reported a position in IEI in Q1 2022 and held it in 12 quarters. The position peaked at $1.19M in Q1 2024. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

UMB Bank reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
UMB Bank sold 241 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $27.8K.
UMB Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
UMB Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $1.19M in Q1 2024.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.