$332 Million is the total value of Iowa State Bank's 122 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRU | New | Prudential Financial | $4,770,000 | – | 52,356 | +100.0% | 1.44% | – |
| IBM | New | IBM Corp | $2,034,000 | – | 15,267 | +100.0% | 0.61% | – |
| BBY | New | Best Buy Co Inc | $1,689,000 | – | 14,705 | +100.0% | 0.51% | – |
| EBAY | New | eBay Inc | $1,366,000 | – | 22,303 | +100.0% | 0.41% | – |
| IBDU | New | iShares iBonds 2029 Term Corp ETF | $538,000 | – | 20,586 | +100.0% | 0.16% | – |
| IBDT | New | iShares iBonds 2028 Term Corp ETF | $243,000 | – | 8,567 | +100.0% | 0.07% | – |
| LUMN | New | Lumen Technologies Inc | $187,000 | – | 14,001 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| United Parcel Service | 42 | Q3 2023 | 5.7% |
| Microsoft Corp | 42 | Q3 2023 | 4.6% |
| Apple Inc | 42 | Q3 2023 | 4.7% |
| JP Morgan Chase & Co | 42 | Q3 2023 | 3.2% |
| Johnson & Johnson | 42 | Q3 2023 | 3.3% |
| Pepsico Inc | 42 | Q3 2023 | 2.9% |
| Abbvie Inc | 42 | Q3 2023 | 2.9% |
| Cisco Systems Inc | 42 | Q3 2023 | 3.1% |
| Procter & Gamble Co | 42 | Q3 2023 | 2.8% |
| Pfizer Inc | 42 | Q3 2023 | 2.8% |
View Iowa State Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-02 |
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.