Iowa State Bank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,423	Closed	-$279K	–	136
2019 Q4	$279K	Sell	3,423 -794	-19%	-$63.4K	0.1%	119
2019 Q3	$327K	Sell	4,217 -7,196	-63%	-$552K	0.12%	106
2019 Q2	$884K	Sell	11,413 -734	-6%	-$55.8K	0.39%	63
2019 Q1	$911K	Buy	12,147 +25	+0.2%	+$1.81K	0.42%	59
2018 Q4	$781K	Sell	12,122 -495	-4%	-$35.1K	0.39%	59
2018 Q3	$989K	Buy	12,617 +80	+0.6%	+$6.1K	0.44%	58
2018 Q2	$898K	Buy	12,537 +5,120	+69%	+$380K	0.43%	59
2018 Q1	$551K	Sell	7,417 -85	-1%	-$6.55K	0.27%	69
2017 Q4	$568K	Buy	+7,502	New	+$546K	0.26%	70

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Iowa State Bank's XLI Position: Q1 2020 in Review

Iowa State Bank sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 3,423 shares — an estimated $279K sold.

Iowa State Bank first reported a position in XLI in Q4 2017 and held it in 9 quarters. The position peaked at $989K in Q3 2018. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Iowa State Bank reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Iowa State Bank sold 3,423 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $279K.
Iowa State Bank first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 9 quarters.
Iowa State Bank's State Street Industrial Select Sector SPDR ETF position peaked at $989K in Q3 2018.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Iowa State Bank's 13F filing for Q1 2020, filed 29 Apr 2020.