13F-HR filed by Iowa State Bank
Iowa State Bank filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-09, with 119 holding rows worth $471,016,761.
- Accession
- 0001546967-25-000003
- Filer
- CIK 1546967
- Filed
- 2025-04-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 120 entries on the cover page, a total value of $471,016,761 stated on the cover page (in dollars after the unit check, H1), rows summing to $471,016,761 with VALUE read as dollars as filed, 13F file number 028-14934. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| IJH | 464287507 | COM | 376,359 | $21,960,548 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 283,324 | $21,433,461 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 175,496 | $18,351,617 | dollars as filed | |
| Apple Inc | 037833100 | COM | 80,367 | $17,851,922 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 67,783 | $16,627,170 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 40,937 | $15,367,340 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 539,030 | $12,624,083 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 221,924 | $11,977,238 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 51,898 | $10,873,669 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 87,063 | $9,435,888 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 48,098 | $9,151,125 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 17,075 | $9,093,804 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 134,479 | $8,298,699 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 14,165 | $8,164,139 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 73,227 | $8,028,608 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 64,550 | $7,531,049 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 45,092 | $7,478,057 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 46,971 | $7,263,595 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 42,843 | $7,167,205 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 50,270 | $6,925,698 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 39,993 | $6,815,607 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 24,346 | $6,617,973 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 55,400 | $6,588,722 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 18,660 | $6,539,584 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 25,878 | $6,434,823 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,326 | $6,335,651 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 14,840 | $6,231,019 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 56,531 | $6,217,845 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 7 | $5,589,091 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 20,658 | $5,543,781 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 36,125 | $5,416,583 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 46,058 | $5,143,757 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 37,069 | $4,910,160 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 33,407 | $4,670,633 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 5,552 | $4,585,452 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 24,909 | $4,296,803 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 51,978 | $4,173,314 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 12,220 | $4,030,156 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 96,036 | $4,007,582 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 91,416 | $3,761,768 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 21,954 | $3,746,231 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 79,978 | $3,627,802 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 3,743 | $3,542,675 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 15,639 | $3,403,046 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 10,650 | $3,326,741 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 20,688 | $3,255,464 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 13,672 | $3,188,721 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 10,046 | $3,129,831 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 24,149 | $3,096,868 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 50,475 | $3,078,470 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 18,001 | $3,013,907 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 40,827 | $2,839,110 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 25,011 | $2,802,483 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 28,313 | $2,800,722 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 22,614 | $2,758,230 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 17,326 | $2,661,447 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 29,133 | $2,614,978 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 26,225 | $2,588,408 | dollars as filed | |
| Linde plc | G54950103 | COM | 5,485 | $2,554,035 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 29,636 | $2,501,278 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 95,256 | $2,413,787 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 35,242 | $2,391,170 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 30,265 | $2,369,144 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 26,916 | $2,362,956 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 62,206 | $2,355,119 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 22,083 | $2,319,157 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 28,189 | $2,265,550 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 15,021 | $2,152,359 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 9,148 | $2,117,853 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 31,664 | $2,066,076 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,166 | $2,048,559 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 32,071 | $2,035,867 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 16,341 | $1,990,334 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 14,547 | $1,929,660 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 25,342 | $1,892,541 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 6,664 | $1,853,192 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 49,557 | $1,828,653 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 3,237 | $1,818,870 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 8,017 | $1,697,600 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 18,021 | $1,619,367 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 34,397 | $1,585,014 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 18,883 | $1,565,590 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 8,891 | $1,535,831 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 19,057 | $1,526,656 | dollars as filed | |
| Community State Bank Capital Stock | 00CSBSTK1 | Com | 285 | $1,429,563 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 21,084 | $1,428,441 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 18,873 | $1,416,230 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 35,441 | $1,237,600 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 101,415 | $1,137,876 | dollars as filed | |
| VTI | 922908769 | COM | 4,046 | $1,112,003 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,158 | $790,885 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 15,812 | $622,360 | dollars as filed | |
| ING GROEP N.V. SPONSORED ADR | 456837103 | ADR | 31,709 | $621,179 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 3,090 | $616,424 | dollars as filed | |
| SPDR MSCI ACWI EX-US ETF | 78463X848 | COM | 20,323 | $601,154 | dollars as filed | |
| Loymar LTD Stock | 002656001 | Com | 13,273 | $584,277 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 11,271 | $536,161 | dollars as filed | |
| ISHARES TR | 464288828 | US HLTHCR PR ETF | 10,000 | $528,000 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 6,029 | $508,667 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,531 | $471,500 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 989 | $463,762 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 4,245 | $447,593 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 2,409 | $419,262 | dollars as filed | |
| CHEMED CORP NEW | 16359R103 | COM | 650 | $399,958 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 7,511 | $381,784 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 7,100 | $362,597 | dollars as filed | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 6,649 | $334,046 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 5,271 | $313,097 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,000 | $292,020 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 2,523 | $280,532 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,616 | $276,384 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 3,045 | $275,694 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 800 | $245,392 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,239 | $240,354 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 2,539 | $237,270 | dollars as filed | |
| Deere & Company | 244199105 | COM | 477 | $223,880 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 1,880 | $207,909 | dollars as filed | |
| BLACKROCK ENHANCED EQUITY DI | 09251A104 | COM | 16,946 | $145,736 | dollars as filed | |
| PERSPECTIVE THERAPEUTICS INC | 46489V302 | COMMON STOCK | 19,061 | $40,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001546967-25-000003 | this filing | 2025-04-09 | acceptance time not in the bulk data set |