UB
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UMB Bank’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

UMB Bank’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$329K Hold
3,799
– – ﹤0.01% 571
2025
Q4 		$331K Sell
3,799
-329
-8% -$29.4K ﹤0.01% 556
2025
Q3 		$369K Buy
4,128
+329
+9% +$28.8K 0.01% 486
2025
Q2 		$335K Sell
3,799
-515
-12% -$44.9K 0.01% 492
2025
Q1 		$393K Hold
4,314
– – 0.01% 441
2024
Q4 		$377K Buy
4,314
+2,791
+183% +$257K 0.01% 443
2024
Q3 		$149K Buy
1,523
+515
+51% +$49.7K ﹤0.01% 628
2024
Q2 		$92.5K Hold
1,008
– – ﹤0.01% 703
2024
Q1 		$95.4K Hold
1,008
– – ﹤0.01% 709
2023
Q4 		$99.7K Buy
1,008
+548
+119% +$49.5K ﹤0.01% 698
2023
Q3 		$40.8K Sell
460
-57
-11% -$5.48K ﹤0.01% 883
2023
Q2 		$53.2K Sell
517
-607
-54% -$63K ﹤0.01% 834
2023
Q1 		$120K Hold
1,124
– – ﹤0.01% 661
2022
Q4 		$112K Hold
1,124
– – ﹤0.01% 673
2022
Q3 		$115K Sell
1,124
-46
-4% -$5.18K ﹤0.01% 696
2022
Q2 		$134K Buy
1,170
+46
+4% +$5.42K ﹤0.01% 693
2022
Q1 		$148K Hold
1,124
– – ﹤0.01% 710
2021
Q4 		$167K Buy
+1,124
New +$166K ﹤0.01% 699

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UMB Bank's TLT Position: Q1 2026 in Review

UMB Bank held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 3,799 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

UMB Bank first reported a position in TLT in Q4 2021 and has held it in 18 quarters since. The position peaked at $393K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • UMB Bank held 3,799 shares of iShares 20+ Year Treasury Bond ETF worth $329K as of Q1 2026.
  • UMB Bank left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #571 holding.
  • UMB Bank first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's iShares 20+ Year Treasury Bond ETF position peaked at $393K in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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