MidWestOne Financial Group’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-30,294	Closed	-$1.55M	–	257
2021 Q4	$1.55M	Buy	30,294 +1,102	+4%	+$56.5K	0.32%	73
2021 Q3	$1.51M	Sell	29,192 -2,916	-9%	-$151K	0.35%	62
2021 Q2	$1.66M	Sell	32,108 -4,213	-12%	-$218K	0.39%	56
2021 Q1	$1.88M	Buy	36,321 +6,503	+22%	+$338K	0.46%	47
2020 Q4	$1.56M	Buy	29,818 +297	+1%	+$15.5K	0.43%	51
2020 Q3	$1.54M	Buy	+29,521	New	+$1.54M	0.51%	44
2020 Q2	–	Sell	-8,998	Closed	-$451K	–	176
2020 Q1	$451K	Buy	8,998 +3,243	+56%	+$164K	0.17%	127
2019 Q4	$293K	Buy	5,755 +776	+16%	+$39.6K	0.06%	193
2019 Q3	$255K	Buy	+4,979	New	+$254K	0.08%	188

Other funds holding SLQD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MidWestOne Financial Group's SLQD Position: Q1 2022 in Review

MidWestOne Financial Group sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2022, closing a stake of 30,294 shares — an estimated $1.55M sold.

MidWestOne Financial Group first reported a position in SLQD in Q3 2019 and held it in 9 quarters. The position peaked at $1.88M in Q1 2021. 236 funds tracked by Wall St. Rank hold SLQD as of Q1 2022.

MidWestOne Financial Group reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
MidWestOne Financial Group sold 30,294 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $1.55M.
MidWestOne Financial Group first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
MidWestOne Financial Group's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.88M in Q1 2021.
236 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on MidWestOne Financial Group's 13F filing for Q1 2022, filed 17 May 2022.