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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

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V
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Morgan Stanley
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Northern Trust
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return