MidWestOne Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,905	Closed	-$260K	–	245
2021 Q3	$260K	Hold	2,905	–	–	0.06%	209
2021 Q2	$261K	Hold	2,905	–	–	0.06%	206
2021 Q1	$258K	Hold	2,905	–	–	0.06%	198
2020 Q4	$270K	Hold	2,905	–	–	0.07%	181
2020 Q3	$272K	Buy	+2,905	New	+$272K	0.09%	175

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MidWestOne Financial Group's BIV Position: Q4 2021 in Review

MidWestOne Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 2,905 shares — an estimated $260K sold.

MidWestOne Financial Group first reported a position in BIV in Q3 2020 and held it in 5 quarters. The position peaked at $272K in Q3 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

MidWestOne Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
MidWestOne Financial Group sold 2,905 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $260K.
MidWestOne Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 5 quarters.
MidWestOne Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $272K in Q3 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on MidWestOne Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.