MidWestOne Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.73M	Sell	15,667 -7,853	-33%	-$873K	0.19%	105
2025 Q3	$2.62M	Sell	23,520 -314	-1%	-$34.5K	0.32%	74
2025 Q2	$2.61M	Sell	23,834 -11,754	-33%	-$1.26M	0.34%	68
2025 Q1	$3.87M	Buy	35,588 +8,703	+32%	+$938K	0.55%	30
2024 Q4	$2.87M	Buy	26,885 +1,826	+7%	+$200K	0.4%	58
2024 Q3	$2.83M	Buy	+25,059	New	+$2.77M	0.39%	56
2020 Q4	–	Sell	-2,226	Closed	-$300K	–	215
2020 Q3	$300K	Hold	2,226	–	–	0.1%	168
2020 Q2	$299K	Hold	2,226	–	–	0.12%	110
2020 Q1	$275K	Hold	2,226	–	–	0.1%	162
2019 Q4	$284K	Buy	+2,226	New	+$283K	0.06%	195

Other funds holding LQD

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

MidWestOne Financial Group's LQD Position: Q4 2025 in Review

MidWestOne Financial Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 33% in Q4 2025, selling an estimated $873K and leaving 15,667 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #105.

MidWestOne Financial Group first reported a position in LQD in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.87M in Q1 2025. 1,143 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

MidWestOne Financial Group held 15,667 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.73M as of Q4 2025.
MidWestOne Financial Group sold 7,853 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $873K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of MidWestOne Financial Group's portfolio in Q4 2025, its #105 holding.
MidWestOne Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 10 quarters since.
MidWestOne Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.87M in Q1 2025.
1,143 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.