MFG
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MidWestOne Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

MidWestOne Financial Group’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,462
Closed -$781K – 299
2024
Q1 		$781K Buy
+7,462
New +$783K 0.14% 175

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Mercer Global Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MidWestOne Financial Group's SUB Position: Q2 2024 in Review

MidWestOne Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 7,462 shares — an estimated $781K sold.

MidWestOne Financial Group first reported a position in SUB in Q1 2024 and held it in 1 quarter. The position peaked at $781K in Q1 2024. 761 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

  • MidWestOne Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • MidWestOne Financial Group sold 7,462 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $781K.
  • MidWestOne Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • MidWestOne Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $781K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on MidWestOne Financial Group's 13F filing for Q2 2024, filed 15 Aug 2024.