MidWestOne Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,974	Closed	-$373K	–	179
2020 Q1	$373K	Sell	10,974 -4,945	-31%	-$173K	0.14%	134
2019 Q4	$562K	Sell	15,919 -300	-2%	-$10.6K	0.12%	140
2019 Q3	$572K	Sell	16,219 -2,282	-12%	-$80.1K	0.18%	127
2019 Q2	$646K	Buy	+18,501	New	+$635K	0.18%	140

Other funds holding SPIB

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIA

MainStreet Investment Advisors Chicago, Illinois $734M AUM 23.9% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MidWestOne Financial Group's SPIB Position: Q2 2020 in Review

MidWestOne Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2020, closing a stake of 10,974 shares — an estimated $373K sold.

MidWestOne Financial Group first reported a position in SPIB in Q2 2019 and held it in 4 quarters. The position peaked at $646K in Q2 2019. 313 funds tracked by Wall St. Rank hold SPIB as of Q2 2020.

MidWestOne Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
MidWestOne Financial Group sold 10,974 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2020, an estimated $373K.
MidWestOne Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
MidWestOne Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $646K in Q2 2019.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2020.

Based on MidWestOne Financial Group's 13F filing for Q2 2020, filed 17 Aug 2020.