MidWestOne Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,962	Closed	-$227K	–	272
2023 Q1	$227K	Hold	2,962	–	–	0.05%	247
2022 Q4	$223K	Sell	2,962 -350	-11%	-$26.3K	0.05%	228
2022 Q3	$248K	Sell	3,312 -1,538	-32%	-$118K	0.06%	211
2022 Q2	$372K	Hold	4,850	–	–	0.09%	179
2022 Q1	$378K	Sell	4,850 -311	-6%	-$24.7K	0.08%	193
2021 Q4	$417K	Buy	+5,161	New	+$420K	0.09%	185
2020 Q1	–	Sell	-19,530	Closed	-$1.57M	–	204
2019 Q4	$1.57M	Buy	19,530 +3,200	+20%	+$258K	0.33%	51
2019 Q3	$1.32M	Hold	16,330	–	–	0.41%	49
2019 Q2	$1.31M	Buy	+16,330	New	+$1.3M	0.36%	64

Other funds holding BSV

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

MidWestOne Financial Group's BSV Position: Q2 2023 in Review

MidWestOne Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 2,962 shares — an estimated $227K sold.

MidWestOne Financial Group first reported a position in BSV in Q2 2019 and held it in 9 quarters. The position peaked at $1.57M in Q4 2019. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

MidWestOne Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
MidWestOne Financial Group sold 2,962 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $227K.
MidWestOne Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 9 quarters.
MidWestOne Financial Group's Vanguard Short-Term Bond ETF position peaked at $1.57M in Q4 2019.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on MidWestOne Financial Group's 13F filing for Q2 2023, filed 15 Aug 2023.