Iowa State Bank’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Iowa State Bank’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,450	Closed	-$610K	–	91
2015 Q3	$610K	Hold	2,450	–	–	0.42%	48
2015 Q2	$669K	Hold	2,450	–	–	0.42%	48
2015 Q1	$679K	Hold	2,450	–	–	0.43%	49
2014 Q4	$647K	Hold	2,450	–	–	0.41%	49
2014 Q3	$611K	Hold	2,450	–	–	0.41%	49
2014 Q2	$638K	Hold	2,450	–	–	0.43%	49
2014 Q1	$614K	Hold	2,450	–	–	0.44%	49
2013 Q4	$598K	Hold	2,450	–	–	0.44%	50
2013 Q3	$555K	Hold	2,450	–	–	0.44%	51
2013 Q2	$515K	Buy	+2,450	New	+$518K	0.42%	54

Other funds holding MDY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Iowa State Bank's MDY Position: Q4 2015 in Review

Iowa State Bank sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2015, closing a stake of 2,450 shares — an estimated $610K sold.

Iowa State Bank first reported a position in MDY in Q2 2013 and held it in 10 quarters. The position peaked at $679K in Q1 2015. 604 funds tracked by Wall St. Rank hold MDY as of Q4 2015.

Iowa State Bank reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2015 after selling out during the quarter.
Iowa State Bank sold 2,450 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2015, an estimated $610K.
Iowa State Bank first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 10 quarters.
Iowa State Bank's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $679K in Q1 2015.
604 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2015.

Based on Iowa State Bank's 13F filing for Q4 2015, filed 13 Jan 2016.