$150 Million is the total value of Iowa State Bank's 73 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BAC | New | Bank of America Corp | $280,000 | – | 16,450 | +100.0% | 0.19% | – |
ED | New | Consolidated Edison Inc | $213,000 | – | 3,759 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
United Parcel Service | 45 | Q2 2024 | 5.7% |
Microsoft Corp | 45 | Q2 2024 | 4.6% |
Apple Inc | 45 | Q2 2024 | 4.7% |
JP Morgan Chase & Co | 45 | Q2 2024 | 3.4% |
Johnson & Johnson | 45 | Q2 2024 | 3.3% |
Abbvie Inc | 45 | Q2 2024 | 2.9% |
Pepsico Inc | 45 | Q2 2024 | 2.9% |
Cisco Systems Inc | 45 | Q2 2024 | 3.1% |
Procter & Gamble Co | 45 | Q2 2024 | 2.8% |
Pfizer Inc | 45 | Q2 2024 | 2.8% |
View Iowa State Bank's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-31 |
13F-HR | 2024-07-23 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-24 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-06 |
13F-HR | 2022-10-14 |
13F-HR | 2022-08-05 |
View Iowa State Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.