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PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
+1.73%
1 Year Est. Return
+18.72%
3 Year Est. Return
+55.94%
5 Year Est. Return
+61.37%
10 Year Est. Return
+207.27%
AUM
$163M
AUM Growth
+$1.72M
Cap. Flow
+$1.23M
Cap. Flow %
0.75%
Top 10 Hldgs %
49.28%
Holding
108
New
11
Increased
19
Reduced
60
Closed
7

Top Buys

1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.61M
2
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$951K
3
IWB icon
iShares Russell 1000 ETF
IWB
+$910K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$500K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$450K

Top Sells

1
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$743K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$577K
3
SMB icon
VanEck Short Muni ETF
SMB
+$381K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$286K

Sector Composition

1 Financials 12.91%
2 Technology 8.59%
3 Energy 5.62%
4 Consumer Discretionary 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$881B
$15.9M 9.73%
24,278
+132
+0.5% +$90.1K
PEBO icon
2
Peoples Bancorp
PEBO
$1.44B
$14.6M 8.95%
443,618
+7,043
+2% +$227K
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$73.1B
$9.64M 5.92%
85,215
-2,067
-2% -$249K
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$122B
$8.44M 5.18%
124,912
-2,759
-2% -$191K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$6.49M 3.98%
9,973
-347
-3% -$236K
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$5.81M 3.57%
97,581
-39
-0% -$2.34K
IWB icon
7
iShares Russell 1000 ETF
IWB
$48B
$5.45M 3.34%
15,281
+2,443
+19% +$910K
CVX icon
8
Chevron
CVX
$366B
$4.89M 3%
23,643
-114
-0.5% -$20.8K
AAPL icon
9
Apple
AAPL
$4.89T
$4.58M 2.81%
18,035
-924
-5% -$240K
IVE icon
10
iShares S&P 500 Value ETF
IVE
$48.8B
$4.56M 2.8%
21,587
-550
-2% -$119K
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$4.39M 2.7%
35,329
-2,156
-6% -$274K
IGIB icon
12
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$4.11M 2.52%
77,163
+30
+0% +$1.61K
ISTB icon
13
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$3.66M 2.24%
75,466
+895
+1% +$43.6K
JPM icon
14
JPMorgan Chase
JPM
$912B
$3.45M 2.12%
11,745
-523
-4% -$159K
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$3.44M 2.11%
41,606
+777
+2% +$64.3K
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.93M 1.8%
45,708
-8,739
-16% -$577K
XOM icon
17
ExxonMobil
XOM
$605B
$2.45M 1.5%
14,448
-545
-4% -$79.5K
PG icon
18
Procter & Gamble
PG
$353B
$2.37M 1.46%
16,430
-372
-2% -$56.4K
DFIV icon
19
Dimensional International Value ETF
DFIV
$20.6B
$2.24M 1.38%
42,444
+7,698
+22% +$408K
MSFT icon
20
Microsoft
MSFT
$2.98T
$2.07M 1.27%
5,598
-367
-6% -$154K
NVDA icon
21
NVIDIA
NVDA
$5.02T
$1.98M 1.22%
11,366
+77
+0.7% +$14.1K
PYLD icon
22
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$1.94M 1.19%
73,985
+3,019
+4% +$80.5K
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$56.6B
$1.86M 1.14%
19,143
+170
+0.9% +$17K
META icon
24
Meta Platforms (Facebook)
META
$1.69T
$1.83M 1.12%
3,190
-66
-2% -$42.3K
DIVB icon
25
iShares Core Dividend ETF
DIVB
$1.6B
$1.71M 1.05%
31,670
+959
+3% +$52.7K
1
2 3 4 5

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Peoples Bank (Ohio)'s Q1 2026 Portfolio in Review

As of Q1 2026, Peoples Bank (Ohio) held 108 positions worth $163M, up 1.1% from $161M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Peoples Bank (Ohio)'s Q1 2026 filing shows 11 new, 19 increased, 60 reduced and 7 closed positions. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 28,825 shares worth $1.56M. The largest sale was iShares 3-7 Year Treasury Bond ETF, an estimated $743K.

By sector, the portfolio is most concentrated in Financials at 13% of assets, up from 13% a quarter earlier, followed by Technology and Energy.

  • Peoples Bank (Ohio)'s largest Q1 2026 buy was Vanguard FTSE Emerging Markets ETF: 28,825 shares worth $1.56M.
  • Peoples Bank (Ohio) added most to iShares Russell 1000 ETF in Q1 2026, an estimated $910K increase.
  • Peoples Bank (Ohio)'s biggest Q1 2026 reduction was iShares 3-7 Year Treasury Bond ETF, cutting an estimated $743K.
  • Peoples Bank (Ohio) fully exited VanEck Short Muni ETF in Q1 2026, selling an estimated $381K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 49% of its $163M portfolio in Q1 2026.
  • Peoples Bank (Ohio) opened 11 new positions and closed 7 in Q1 2026.
  • Peoples Bank (Ohio)'s portfolio value rose 1.1% quarter-over-quarter to $163M.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2026, filed 24 Apr 2026.