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HomeMy WebLinkAboutFY2025 2nd Qtr Investment ReportCity of Iowa City Quarterly Investment Report October 1, 2024 to December 31, 2024 Finance Department Prepared by: Emily Droll Senior Accountant-Revenue Overview The City of Iowa City’s investment objectives are safety, liquidity and yield. The primary objective of the City of Iowa City’s investment activities is the preservation of capital and the protection of investment principal. The City’s investment portfolio remains sufficiently liquid to enable the City to meet operating requirements that cash management procedures anticipate. Investments purchased by the City of Iowa City for the second quarter of this fiscal year had an average return of 4.31%. The City purchased eleven new investments in this quarter. The Federal Funds Rate decreased to 4.33%. In investing public funds, the City’s cash management portfolio is designed with the objective of regularly exceeding the average return on the six-month U.S. Treasury Bill. The Treasury Bill is considered a benchmark for riskless investment transactions and therefore comprises a minimum standard for the portfolio’s rate of return. Since the city’s investments are mostly between the six-month and twelve-month range, the yield curve for the twelve-month U.S. Treasury Bill has been added to the chart. The rolling average return on the six-month U.S. Treasury Bill for the prior 365 days was 4.996% and the twelve-month return was 4.698%. The investment program seeks to achieve returns above this threshold, consistent with risk limitations and prudent investment principles. The rate of return on the City’s entire portfolio for the quarter was 4.20%. Investments for this year are $52,755,034 higher than last year. The increase in investments is due to investing more of the City’s cash on hand as interest rates had high and were projecting to decrease in the future. 0.0 1.0 2.0 3.0 4.0 5.0 6.0 Pe r c e n t a g e o f r e t u r n City of Iowa City vs. 6 and 12 Month Treasury Bill City of Iowa City 6 Month T-bill 12 Month T-bill Treasury bills and fed funds are competing investments in the money market. The federal funds rate is highly influential and often has a direct effect on the U.S. economy, because it serves as a base for interest rates offered by various financial and credit institutions to businesses and consumers. The Federal Open Market Committee (FOMC) seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. The Committee judges that the risks to achieving its employment and inflation goals are roughly in balance. The economic outlook is uncertain, and the Committee is attentive to the risks to both sides of its dual mandate. In support of it’s goals, the Committee decided to lower the target range for the federal funds rate by 1/2 percentage point to 4-1/4 to 4-1/2 percent. In considering additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks. The Committee will continue reducing its holdings of Treasury securities and agency debt and agency mortgage-backed securities. The Committee is strongly committed to supporting maximum employment and returning inflation to its 2 percent objective. 0.0 1.0 2.0 3.0 4.0 5.0 6.0 In t e r e s t R a t e Federal Funds Rate 12/31/24 12/31/23 Investment Investment Depository Institution Name Amount Amount Limit MidwestOne Bank 91,730,884$ 76,610,450$ 150,000,000$ Piper Jaffray & Co.43,999,520$ 44,998,855$ N/A Iowa Public Agency Investment Trust 33,290,043$ 31,746,983$ N/A US Bank -$ -$ 65,000,000$ Green State Credit Union 10,000,000$ 20,000,000$ 50,000,000$ Hills Bank & Trust 101,229$ 100,976$ 25,000,000$ Bankers Trust 25,079,193$ 12,466,883$ 50,000,000$ Cedar Rapids Bank and Trust 5,267,998$ 15,000,000$ 50,000,000$ West Bank 77,532,350$ 74,412,428$ 100,000,000$ Total 287,001,218$ 275,336,574$ City of Iowa City Investments On Hand Listing By Institution MidwestOne Bank Piper Jaffray & Co. Iowa Public Agency Investment Trust Green State Credit Union Hills Bank & Trust Bankers Trust Cedar Rapids Bank and Trust West Bank City of Iowa City Investments by Institution December 31, 2024 12/31/24 12/31/23 Investment Investment Fund Type Amount Amount Operating 263,001,698$ 245,337,719$ General Fund Reserve 7,999,520$ 9,998,855$ Equipment Reserve 4,000,000$ 6,000,000$ Health Insurance Reserve 4,000,000$ 6,000,000$ Landfill Replacement Reserve -$ -$ Landfill Closure 8,000,000$ 8,000,000$ Water Reserve -$ Total 287,001,218$ 275,336,574$ City of Iowa City Investments On Hand Summary By Fund Operating General Fund Reserve Equipment Reserve Health Insurance Reserve Landfill Closure City of Iowa City Investments by Fund December 31, 2024 Fund Investment Purchase Maturity Investment Institution Type Type Date Date Amount Investments on Hand at 9/30/24 273,268,762.74$ Purchases MidwestOne Operating CD 10/16/2024 10/16/2025 5,000,000.00 MidwestOne Operating CD 10/22/2024 10/22/2025 10,000,000.00 MidwestOne Operating Money Market 10/17/2025 5,000,000.00 MidwestOne Operating Money Market 10/18/2025 17,000,000.00 Piper Sandler Operating Federeal National Mortgage 10/18/2024 10/17/2025 5,000,000.00 Bankers Trust Operating Money Market 10/21/2025 10,000,000.00 Bankers Trust Operating Money Market 11/15/2025 5,000,000.00 Bankers Trust Operating Money Market 11/19/2024 10,000,000.00 Piper Sandler Operating Federal Home Loan 11/13/2024 11/13/2025 5,000,000.00 Bankers Trust Operating CD 11/15/2024 11/15/2025 9,000,000.00 MidwestOne Operating CD 11/7/2024 11/7/2025 5,000,000.00 MidwestOne Operating CD 11/8/2024 5/8/2025 20,000,000.00 IPAIT Operating Strips 11/12/2025 11/15/2025 19,999,938.43 West Bank Operating CD 11/8/2024 11/8/2025 67,000,000.00 MidwestOne Operating Money Market 12/2/2024 5,000,000.00 Bankers Trust Operating Money Market 12/23/2024 2,000,000.00 Cedar Rapids Bank and Trust Operating CD 12/16/2025 5,267,997.97 Piper Sandler Operating Federal Home Loan 12/19/2024 12/19/2025 10,000,000.00 Interest and Accretion 1,468,859.72 Total Purchases 216,736,796.12 Redemptions MidwestOne Operating CD 10/13/2023 10/13/2024 5,000,000.00 GreenState Operating CD 10/13/2024 10/14/2024 5,000,000.00 MidwestOne Operating CD 4/22/2024 10/22/2024 10,000,000.00 Bankers Trust Operating Money Market 10/18/2025 5,000,000.00 MidwestOne Operating Money Market 10/30/2025 5,000,000.00 Cedar Rapids Bank and Trust Operating CD 11/29/2023 11/29/2024 5,000,000.00 Cedar Rapids Bank and Trust Operating CD 11/16/2023 11/15/2024 5,000,000.00 Piper Sandler Operating Federal Farm Credit 08/21/2024 11/19/2024 10,000,000.00 Bankers Trust Operating Money Market 11/13/2024 5,000,000.00 Bankers Trust Operating Money Market 11/15/2025 9,000,000.00 MidwestOne Operating Money Market 11/26/2025 5,000,000.00 MidwestOne Operating Money Market 11/08/2025 20,000,000.00 IPAIT Operating Money Market 11/12/2024 19,999,938.43 West Bank Operating Money Market 11/08/2024 67,000,000.00 Piper Sandler Equipment Replacement Agency Bond 12/30/2020 12/23/2024 2,000,000.00 Cedar Rapids Bank and Trust Operating CD 12/15/2023 12/15/2024 5,000,000.00 MidwestOne Operating CD 06/28/2024 12/28/2024 5,000,000.00 Bankers Trust Operating Money Market 12/19/2025 10,000,000.00 MidwestOne Operating Money Market 12/11/2024 5,000,000.00 Expenses 4,402.16 Total Redemptions 203,004,340.59 Investments on Hand at 12/31/24 287,001,218.27$ City of Iowa City Investment Activity For The Quarter Ended December 31, 2024 Institution Investment Purchase Maturity Investment Name Fund Type Date Date Amount Federal Home Loans Mortgage Co Equipment Replacement Fund Agency Bond 08/19/2020 02/14/2025 2,000,000.00 Federal Home Loan Banks Equipment Replacement Fund Agency Bond 02/17/2021 02/17/2026 2,000,000.00 Federal Home Loan Banks General Fund Reserve Agency Bond 10/02/2020 09/22/2025 1,999,520.26 Federal Home Loan Banks General Fund Reserve Agency Bond 01/14/2021 01/14/2026 2,000,000.00 Federal Home Loan Banks General Fund Reserve Agency Bond 01/28/2021 01/28/2026 2,000,000.00 Federal Home Loan Banks General Fund Reserve Agency Bond 03/30/2021 03/30/2026 2,000,000.00 Federal Farm Credit Banks Funding Corp Health Insurance Reserve Agency Bond 09/10/2020 09/10/2040 2,000,000.00 Federal Home Loan Banks Health Insurance Reserve Agency Bond 08/23/2021 05/23/2025 2,000,000.00 Federal National Mortgage Association Landfill Closure Fund Agency Bond 12/22/2020 06/22/2029 2,000,000.00 Federal National Mortgage Association Landfill Closure Fund Agency Bond 12/29/2020 12/29/2027 2,000,000.00 Federal Home Loan Banks Landfill Closure Fund Agency Bond 01/29/2021 01/29/2027 2,000,000.00 Federal Home Loan Banks Landfill Closure Fund Agency Bond 01/27/2021 07/27/2026 2,000,000.00 Midwestone Bank Operating Money Mkt ---12/31/2024 21,730,883.64 Hills Bank Operating Money Mkt ---12/31/2024 101,229.24 West Bank Operating Money Mkt ---12/31/2024 10,532,350.40 Bankers Trust Operating Money Mkt ---12/31/2024 16,079,193.45 IPAIT Operating Money Mkt ---12/31/2024 2,252,469.69 Cedar Rapids Bank and Trust Company, IA Operating Money Mkt ---12/31/2024 10,920,507.26 Midwestone Bank Operating CD 01/30/2024 01/30/2025 5,000,000.00 Midwestone Bank Operating CD 04/22/2024 04/22/2025 10,000,000.00 GreenState Operating CD 1/24/2024 1/26/2025 5,000,000.00 GreenState Operating CD 7/31/2024 7/31/2025 5,000,000.00 Midwestone Bank Operating CD 8/23/2024 8/23/2025 5,000,000.00 Midwestone Bank Operating CD 9/16/2024 9/16/2025 5,000,000.00 Midwestone Bank Operating CD 6/28/2024 6/28/2025 5,000,000.00 Bankers Trust Operating CD 11/15/2024 11/15/2025 9,000,000.00 Federal Home Loan Banks Operating Agency Bond 11/13/2024 11/13/2025 5,000,000.00 Federal Home Loan Banks Operating Agency Bond 12/19/2024 12/19/2025 10,000,000.00 Federal National Mortgage Association Operating Agency Bond 10/18/2024 10/17/2025 5,000,000.00 Midwestone Bank Operating CD 10/16/2024 10/16/2025 5,000,000.00 Midwestone Bank Operating CD 11/7/2024 11/7/2025 5,000,000.00 Midwestone Bank Operating CD 11/8/2024 5/8/2025 20,000,000.00 US Treasury Operating Bond 11/12/2024 11/15/2025 20,117,066.36 West Bank Operating CD 11/8/2024 11/8/2025 67,000,000.00 Cedar Rapids Bank and Trust Company, IA Operating CD 12/15/2024 12/16/2025 5,267,997.97 Midwestone Bank Operating CD 10/22/2024 10/22/2025 10,000,000.00 287,001,218.27$ City of Iowa City Investments On Hand December 31, 2024