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 Q2	$1.62M	Sell	16,082 -1,953	-11%	-$196K	0.02%	297
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

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

UMB Bank's SGOV Position: Q2 2026 in Review

UMB Bank reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 11% in Q2 2026, selling an estimated $196K and leaving 16,082 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #297.

UMB Bank first reported a position in SGOV in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.93M in Q1 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

UMB Bank held 16,082 shares of iShares 0-3 Month Treasury Bond ETF worth $1.62M as of Q2 2026.
UMB Bank sold 1,953 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $196K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of UMB Bank's portfolio in Q2 2026, its #297 holding.
UMB Bank first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
UMB Bank's iShares 0-3 Month Treasury Bond ETF position peaked at $1.93M in Q1 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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