$146 Million is the total value of Iowa State Bank's 82 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | Exit | Ishares S&P US Preferred Stock Index | $0 | – | -5,155 | -100.0% | -0.13% | – |
| DE | Exit | Deere & Company | $0 | – | -37,981 | -100.0% | -2.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-29
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.