MidWestOne Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

MidWestOne Financial Group’s Portfolio AGZ Stock Details AGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,929	Closed	-$350K	–	216
2020 Q4	$350K	Sell	2,929 -966	-25%	-$116K	0.1%	167
2020 Q3	$472K	Sell	3,895 -3,190	-45%	-$387K	0.16%	145
2020 Q2	$858K	Sell	7,085 -1,168	-14%	-$141K	0.36%	57
2020 Q1	$995K	Sell	8,253 -3,707	-31%	-$437K	0.37%	63
2019 Q4	$1.38M	Sell	11,960 -229	-2%	-$26.6K	0.29%	62
2019 Q3	$1.42M	Sell	12,189 -1,705	-12%	-$198K	0.44%	45
2019 Q2	$1.6M	Buy	+13,894	New	+$1.58M	0.44%	46

Other funds holding AGZ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MidWestOne Financial Group's AGZ Position: Q1 2021 in Review

MidWestOne Financial Group sold out of iShares Agency Bond ETF (AGZ) in Q1 2021, closing a stake of 2,929 shares — an estimated $350K sold.

MidWestOne Financial Group first reported a position in AGZ in Q2 2019 and held it in 7 quarters. The position peaked at $1.6M in Q2 2019. 157 funds tracked by Wall St. Rank hold AGZ as of Q1 2021.

MidWestOne Financial Group reported no remaining iShares Agency Bond ETF position as of Q1 2021 after selling out during the quarter.
MidWestOne Financial Group sold 2,929 iShares Agency Bond ETF shares in Q1 2021, an estimated $350K.
MidWestOne Financial Group first reported a position in iShares Agency Bond ETF in Q2 2019 and held it in 7 quarters.
MidWestOne Financial Group's iShares Agency Bond ETF position peaked at $1.6M in Q2 2019.
157 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2021.

Based on MidWestOne Financial Group's 13F filing for Q1 2021, filed 18 May 2021.