MidWestOne Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-19,036	Closed	-$949K	–	218
2020 Q3	$949K	Buy	+19,036	New	+$951K	0.31%	81
2020 Q2	–	Sell	-19,029	Closed	-$931K	–	174
2020 Q1	$931K	Sell	19,029 -1,399	-7%	-$68.4K	0.34%	68
2019 Q4	$1M	Sell	20,428 -3,243	-14%	-$159K	0.21%	86
2019 Q3	$1.16M	Hold	23,671	–	–	0.36%	61
2019 Q2	$1.16M	Buy	+23,671	New	+$1.15M	0.32%	83

Other funds holding SHM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MidWestOne Financial Group's SHM Position: Q4 2020 in Review

MidWestOne Financial Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2020, closing a stake of 19,036 shares — an estimated $949K sold.

MidWestOne Financial Group first reported a position in SHM in Q2 2019 and held it in 5 quarters. The position peaked at $1.16M in Q3 2019. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

MidWestOne Financial Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
MidWestOne Financial Group sold 19,036 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2020, an estimated $949K.
MidWestOne Financial Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2019 and held it in 5 quarters.
MidWestOne Financial Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.16M in Q3 2019.
417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on MidWestOne Financial Group's 13F filing for Q4 2020, filed 17 Feb 2021.