Universe · entity
Iowa State Bank
Institutional manager (13F) · CIK 1546967
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $450M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | State Street SPDR Portfolio High Yield ETF | $32M | 1,392,819 |
| 2 | iShares Core MSCI EAFE ETF | $31M | 345,430 |
| 3 | iShares Core S&P Mid-Cap 400 Index ETF | $26M | 380,367 |
| 4 | iShares Core MSCI Emerging Mkts ETF | $19M | 277,958 |
| 5 | JP Morgan Chase & Co | $19M | 65,546 |
| 6 | Apple Inc | $19M | 75,930 |
| 7 | Alphabet Inc Class A | $17M | 60,066 |
| 8 | NVIDIA Corp | $16M | 93,037 |
| 9 | Microsoft Corp | $15M | 40,250 |
| 10 | iShares Core S&P Small-Cap 600 ETF | $13M | 101,538 |
| 11 | Exxon Mobil Corp | $12M | 69,558 |
| 12 | Cisco Systems Inc | $10M | 132,887 |
| 13 | Amazon Inc | $10M | 47,428 |
| 14 | Abbvie Inc | $10M | 45,326 |
| 15 | Morgan Stanley | $10M | 59,071 |
| 16 | Chevron Corp | $9M | 41,942 |
| 17 | Emerson Electric Co | $8M | 63,519 |
| 18 | Johnson & Johnson | $8M | 33,298 |
| 19 | Cardinal Health Inc | $8M | 38,179 |
| 20 | Meta Platforms Inc | $8M | 13,312 |
| 21 | Berkshire Hathaway Inc Cl B | $7M | 15,511 |
| 22 | iShares Russell 2000 Index ETF | $7M | 28,800 |
| 23 | Eaton Corp PLC | $7M | 19,285 |
| 24 | State Street SPDR Dow Jones Indl Average | $7M | 14,840 |
| 25 | RTX Corporation | $7M | 35,042 |
| 26 | State Street SPDR S&P 500 ETF Trust | $6M | 9,924 |
| 27 | Caterpillar Inc | $6M | 8,885 |
| 28 | IBM Corp | $6M | 24,885 |
| 29 | Palantir Technologies Inc | $6M | 37,694 |
| 30 | Broadcom Inc | $5M | 17,719 |
| 31 | Duke Energy Corp | $5M | 41,858 |
| 32 | Visa Inc | $5M | 17,351 |
| 33 | Oracle Corp | $5M | 35,398 |
| 34 | Procter & Gamble Co | $5M | 35,691 |
| 35 | Berkshire Hathaway Inc Cl A | $5M | 7 |
| 36 | Pepsico Inc | $5M | 31,683 |
| 37 | Yum Brands Inc | $5M | 30,618 |
| 38 | Eli Lilly & Co | $5M | 5,138 |
| 39 | Prudential Financial | $5M | 46,953 |
| 40 | Bank of America Corp | $5M | 93,295 |
| 41 | Verizon Communications Inc | $5M | 90,195 |
| 42 | Salesforce Inc | $4M | 19,332 |
| 43 | Walt Disney Company | $4M | 36,668 |
| 44 | Intercontinental Exchange Inc | $3M | 22,060 |
| 45 | Palo Alto Networks Inc | $3M | 21,431 |
| 46 | BlackRock, Inc. | $3M | 3,525 |
| 47 | Amgen Inc | $3M | 9,526 |
| 48 | Truist Financial Corp | $3M | 71,793 |
| 49 | Coca Cola Co | $3M | 43,252 |
| 50 | United Parcel Service | $3M | 32,060 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.