MidWestOne Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,209	Closed	-$265K	–	222
2020 Q4	$265K	Sell	2,209 -736	-25%	-$88.5K	0.07%	185
2020 Q3	$359K	Sell	2,945 -2,415	-45%	-$295K	0.12%	160
2020 Q2	$653K	Sell	5,360 -893	-14%	-$109K	0.27%	71
2020 Q1	$760K	Sell	6,253 -2,809	-31%	-$323K	0.28%	84
2019 Q4	$998K	Sell	9,062 -174	-2%	-$19.4K	0.21%	87
2019 Q3	$1.04M	Sell	9,236 -1,322	-13%	-$147K	0.32%	72
2019 Q2	$1.16M	Buy	+10,558	New	+$1.13M	0.32%	82

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

MidWestOne Financial Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 2,209 shares — an estimated $265K sold.

MidWestOne Financial Group first reported a position in IEF in Q2 2019 and held it in 7 quarters. The position peaked at $1.16M in Q2 2019. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

MidWestOne Financial Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
MidWestOne Financial Group sold 2,209 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $265K.
MidWestOne Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 7 quarters.
MidWestOne Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.16M in Q2 2019.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

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