UMB Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.92M Sell
59,914
-8,931
-13% -$734K 0.06% 175
2026
Q1
$5.68M Sell
68,845
-26,035
-27% -$2.16M 0.08% 161
2025
Q4
$7.86M Buy
94,880
+39,192
+70% +$3.25M 0.1% 145
2025
Q3
$4.62M Sell
55,688
-2,314
-4% -$191K 0.07% 168
2025
Q2
$4.81M Sell
58,002
-587
-1% -$48.5K 0.07% 164
2025
Q1
$4.85M Buy
58,589
+11,249
+24% +$925K 0.08% 159
2024
Q4
$3.88M Buy
47,340
+6,929
+17% +$570K 0.06% 179
2024
Q3
$3.36M Buy
40,411
+6,668
+20% +$550K 0.05% 192
2024
Q2
$2.76M Buy
33,743
+11,224
+50% +$913K 0.05% 206
2024
Q1
$1.84M Sell
22,519
-2,307
-9% -$189K 0.03% 254
2023
Q4
$2.04M Sell
24,826
-1,660
-6% -$135K 0.03% 249
2023
Q3
$2.14M Sell
26,486
-4,511
-15% -$365K 0.03% 234
2023
Q2
$2.51M Buy
30,997
+817
+3% +$66.8K 0.04% 228
2023
Q1
$2.48M Buy
30,180
+19,065
+172% +$1.55M 0.04% 232
2022
Q4
$902K Sell
11,115
-5,136
-32% -$417K 0.01% 349
2022
Q3
$1.32M Sell
16,251
-423
-3% -$34.8K 0.02% 306
2022
Q2
$1.38M Sell
16,674
-5,208
-24% -$432K 0.02% 331
2022
Q1
$1.82M Buy
21,882
+1,053
+5% +$89K 0.02% 310
2021
Q4
$1.78M Buy
20,829
+11,238
+117% +$964K 0.02% 316
2021
Q3
$826K Sell
9,591
-609
-6% -$52.5K 0.02% 253
2021
Q2
$879K Sell
10,200
-62
-0.6% -$5.35K 0.02% 247
2021
Q1
$885K Buy
10,262
+186
+2% +$16.1K 0.02% 233
2020
Q4
$871K Sell
10,076
-568
-5% -$49.1K 0.02% 228
2020
Q3
$922K Hold
10,644
0.03% 210
2020
Q2
$922K Buy
10,644
+1,194
+13% +$103K 0.03% 210
2020
Q1
$819K Buy
9,450
+3,126
+49% +$267K 0.03% 214
2019
Q4
$535K Sell
6,324
-1,720
-21% -$146K 0.01% 263
2019
Q3
$682 Buy
8,044
+372
+5% +$31.5K 0.02% 252
2019
Q2
$651 Sell
7,672
-20
-0.3% -$1.68K 0.02% 246
2019
Q1
$647K Buy
7,692
+1,154
+18% +$96.6K 0.02% 243
2018
Q4
$547 Buy
6,538
+70
+1% +$5.82K 0.02% 238
2018
Q3
$538K Sell
6,468
-27,464
-81% -$2.28M 0.02% 249
2018
Q2
$2.83M Sell
33,932
-744
-2% -$62K 0.09% 145
2018
Q1
$2.9M Sell
34,676
-5,213
-13% -$436K 0.09% 147
2017
Q4
$3.35M Sell
39,889
-51,920
-57% -$4.37M 0.11% 140
2017
Q3
$7.75M Sell
91,809
-7,414
-7% -$627K 0.27% 84
2017
Q2
$8.38M Sell
99,223
-4,673
-4% -$395K 0.29% 79
2017
Q1
$8.78M Hold
103,896
0.31% 78
2016
Q4
$8.77M Buy
103,896
+7,772
+8% +$658K 0.32% 79
2016
Q3
$8.17M Buy
96,124
+90,624
+1,648% +$7.71M 0.33% 76
2016
Q2
$469K Sell
5,500
-300
-5% -$25.5K 0.02% 238
2016
Q1
$493K Sell
5,800
-494
-8% -$41.9K 0.02% 234
2015
Q4
$531K Buy
+6,294
New +$533K 0.02% 237

Other funds holding SHY

UMB Bank's SHY Position: Q2 2026 in Review

UMB Bank reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2026, selling an estimated $734K and leaving 59,914 shares worth $4.92M. The position accounts for 0.06% of the portfolio, ranked #175.

UMB Bank first reported a position in SHY in Q4 2015 and has held it in 43 quarters since. The position peaked at $8.78M in Q1 2017. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • UMB Bank held 59,914 shares of iShares 1-3 Year Treasury Bond ETF worth $4.92M as of Q2 2026.
  • UMB Bank sold 8,931 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $734K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of UMB Bank's portfolio in Q2 2026, its #175 holding.
  • UMB Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $8.78M in Q1 2017.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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