MidWestOne Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,776	Closed	-$346K	–	238
2022 Q1	$346K	Sell	2,776 -5	-0.2%	-$629	0.07%	202
2021 Q4	$359K	Hold	2,781	–	–	0.08%	196
2021 Q3	$355K	Hold	2,781	–	–	0.08%	185
2021 Q2	$356K	Sell	2,781 -1	-0%	-$127	0.08%	183
2021 Q1	$349K	Hold	2,782	–	–	0.08%	175
2020 Q4	$355K	Hold	2,782	–	–	0.1%	165
2020 Q3	$352K	Hold	2,782	–	–	0.12%	161
2020 Q2	$342K	Sell	2,782 -14	-0.5%	-$1.7K	0.14%	104
2020 Q1	$330K	Hold	2,796	–	–	0.12%	145
2019 Q4	$325K	Buy	+2,796	New	+$325K	0.07%	182

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

MidWestOne Financial Group's TIP Position: Q2 2022 in Review

MidWestOne Financial Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2022, closing a stake of 2,776 shares — an estimated $346K sold.

MidWestOne Financial Group first reported a position in TIP in Q4 2019 and held it in 10 quarters. The position peaked at $359K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

MidWestOne Financial Group reported no remaining iShares TIPS Bond ETF position as of Q2 2022 after selling out during the quarter.
MidWestOne Financial Group sold 2,776 iShares TIPS Bond ETF shares in Q2 2022, an estimated $346K.
MidWestOne Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 10 quarters.
MidWestOne Financial Group's iShares TIPS Bond ETF position peaked at $359K in Q4 2021.
1,293 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

Based on MidWestOne Financial Group's 13F filing for Q2 2022, filed 16 Aug 2022.