$425 Million is the total value of Iowa State Bank's 124 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | Truist Financial Corp | $2,892,000 | – | 49,392 | +100.0% | 0.68% | – |
| IEFA | New | iShares Core MSCI EAFE ETF | $609,000 | – | 8,159 | +100.0% | 0.14% | – |
| LGLV | New | SPDR SSGA US Low Volatility Index ETF | $325,000 | – | 2,155 | +100.0% | 0.08% | – |
| VYM | New | Vanguard High Dividend Yield ETF | $267,000 | – | 2,378 | +100.0% | 0.06% | – |
| IEMG | New | iShares Core MSCI Emerging Mkts ETF | $250,000 | – | 4,182 | +100.0% | 0.06% | – |
| IWB | New | iShares Russell 1000 ETF | $212,000 | – | 800 | +100.0% | 0.05% | – |
| IWD | New | iShares Russell 1000 Value ETF | $207,000 | – | 1,232 | +100.0% | 0.05% | – |
| LNT | New | Alliant Energy Corp | $207,000 | – | 3,365 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.