MidWestOne Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,582	Closed	-$555K	–	250
2022 Q3	$555K	Buy	13,582 +432	+3%	+$18.3K	0.14%	145
2022 Q2	$548K	Buy	13,150 +156	+1%	+$6.78K	0.14%	152
2022 Q1	$584K	Buy	12,994 +4,846	+59%	+$219K	0.13%	165
2021 Q4	$372K	Buy	+8,148	New	+$373K	0.08%	189

Other funds holding SRLN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MidWestOne Financial Group's SRLN Position: Q4 2022 in Review

MidWestOne Financial Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2022, closing a stake of 13,582 shares — an estimated $555K sold.

MidWestOne Financial Group first reported a position in SRLN in Q4 2021 and held it in 4 quarters. The position peaked at $584K in Q1 2022. 513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

MidWestOne Financial Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
MidWestOne Financial Group sold 13,582 State Street Blackstone Senior Loan ETF shares in Q4 2022, an estimated $555K.
MidWestOne Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 4 quarters.
MidWestOne Financial Group's State Street Blackstone Senior Loan ETF position peaked at $584K in Q1 2022.
513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on MidWestOne Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.