UMB Bank’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

UMB Bank’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Sell	18,035 -276	-2%	-$27.7K	0.03%	282
2025 Q4	$1.84M	Buy	18,311 +842	+5%	+$84.6K	0.02%	279
2025 Q3	$1.76M	Sell	17,469 -995	-5%	-$100K	0.03%	257
2025 Q2	$1.86M	Sell	18,464 -726	-4%	-$73K	0.03%	250
2025 Q1	$1.93M	Buy	19,190 +2,165	+13%	+$218K	0.03%	237
2024 Q4	$1.71M	Buy	+17,025	New	+$1.71M	0.03%	252
2024 Q2	–	Sell	-1,160	Closed	-$117K	–	2211
2024 Q1	$117K	Buy	+1,160	New	+$117K	﹤0.01%	665
2023 Q2	–	Sell	-75	Closed	-$7.54K	–	1738
2023 Q1	$7.54K	Buy	+75	New	+$7.52K	﹤0.01%	1344

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UMB Bank's SGOV Position: Q1 2026 in Review

UMB Bank reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 1.5% in Q1 2026, selling an estimated $27.7K and leaving 18,035 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #282.

UMB Bank first reported a position in SGOV in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.93M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

UMB Bank held 18,035 shares of iShares 0-3 Month Treasury Bond ETF worth $1.82M as of Q1 2026.
UMB Bank sold 276 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $27.7K.
iShares 0-3 Month Treasury Bond ETF made up 0.03% of UMB Bank's portfolio in Q1 2026, its #282 holding.
UMB Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
UMB Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $1.93M in Q1 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

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