account_balance
Investment manager · 13F filer · SEC CIK 1546967
Iowa State Bank
Reported value$592Mas of Sep 30, 2026
Positions116 7 new, 9 sold out
Top 10 weight41.4%IEFA alone is 6%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Core MSCI EAFE ETF
6.0%Added +4%
SPHYState Street SPDR Portfolio High Yield ETF
5.9%Added +7%
AAPLApple Inc.
4.8%Added +14%
IJHiShares Core S&P Mid Cap 400 Index ETF
4.8%Added +2%
IEMGiShares Core MSCI Emerging Mkts ETF
3.9%
MSFTMicrosoft Corp
3.8%Added +8%
NVDANVIDIA Corp
3.6%
JPMJPMorgan Chase & Co
3.3%Trimmed −5%
GOOGLAlphabet Inc.
3.1%Trimmed −12%
IJRiShares Core S&P Small Cap 600 ETF
2.4%
CSCOCisco Systems, Inc.
2.2%
ABBVAbbVie Inc.
1.9%Trimmed −3%
IEFAiShares Core MSCI EAFE ETF
6.0%Added +4%
SPHYState Street SPDR Portfolio High Yield ETF
5.9%Added +7%
AAPLApple Inc.
4.8%+14%
IJHiShares Core S&P Mid Cap 400 Index ETF
4.8%+2%
IEMGiShares Core MSCI Emerging Mkts ETF
3.9%
MSFTMicrosoft Corp
3.8%
NVDANVIDIA Corp
3.6%
JPMJPMorgan Chase & Co
3.3%
GOOGLAlphabet Inc.
3.1%
IJR2.4%
CSCOABBVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Core MSCI EAFE ETF 6.0% Added +4%
SPHY State Street SPDR Portfolio High Yield ETF 5.9% Added +7%
AAPL Apple Inc. 4.8% Added +14%IJH iShares Core S&P Mid Cap 400 Index ETF 4.8% Added +2%
IEMG iShares Core MSCI Emerging Mkts ETF 3.9% Held
MSFT Microsoft Corp 3.8% Added +8%NVDA NVIDIA Corp 3.6% HeldJPM JPMorgan Chase & Co 3.3% Trimmed −5%GOOGL Alphabet Inc. 3.1% Trimmed −12%IJR iShares Core S&P Small Cap 600 ETF 2.4% Held
CSCO Cisco Systems, Inc. 2.2% HeldABBV AbbVie Inc. 1.9% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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