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American State Bank (Iowa)

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13F filer, CIK 2122473, SIOUX CENTER, IA

American State Bank (Iowa) reported $208,200,847 across 136 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14. Its ten largest share positions make up 35.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002122473-26-000023

Period
2026-03-31
Reported value
$208M
Holdings
136
Top 10 weight
35.98%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWFadded+2,862$1.22M
IWDadded+1,951$417K
CASYnew+318$231K
SPBOnew+7,900$229K
DEnew+384$216K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGGreduced-6,629-$658K
NVDAreduced-1,509-$263K
AAPLreduced-1,012-$257K
XNTKexited-901-$250K
KIEexited-3,753-$226K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002122473-26-000023, largest first. % of portfolio is the value over $208,200,847, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,298 shares; 2024Q4: 114,174 shares; 2025Q1: 116,264 shares; 2025Q2: 115,615 shares; 2025Q3: 115,100 shares; 2025Q4: 113,359 shares; 2026Q1: 111,850 shares 111,850$19.5M9.37%-1,509Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,061 shares; 2024Q4: 22,027 shares; 2025Q1: 22,304 shares; 2025Q2: 26,612 shares; 2025Q3: 28,086 shares; 2025Q4: 30,214 shares; 2026Q1: 33,076 shares 33,076$14.1M6.77%+2,862Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,453 shares; 2024Q4: 15,453 shares; 2025Q1: 15,453 shares; 2025Q2: 15,453 shares; 2025Q3: 15,453 shares; 2025Q4: 15,440 shares; 2026Q1: 15,429 shares 15,429$8.91M4.28%-11Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,584 shares; 2024Q4: 37,030 shares; 2025Q1: 36,805 shares; 2025Q2: 31,324 shares; 2025Q3: 28,158 shares; 2025Q4: 30,197 shares; 2026Q1: 32,148 shares 32,148$6.87M3.3%+1,951Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,388 shares; 2024Q4: 25,140 shares; 2025Q1: 25,807 shares; 2025Q2: 25,585 shares; 2025Q3: 25,710 shares; 2025Q4: 25,694 shares; 2026Q1: 24,682 shares 24,682$6.26M3.01%-1,012Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,436 shares; 2024Q4: 13,494 shares; 2025Q1: 13,951 shares; 2025Q2: 14,206 shares; 2025Q3: 14,167 shares; 2025Q4: 14,123 shares; 2026Q1: 14,303 shares 14,303$5.29M2.54%+180Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 6,497 shares; 2025Q4: 6,508 shares; 2026Q1: 6,507 shares 6,507$4.23M2.03%-1Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,292 shares; 2024Q4: 61,881 shares; 2025Q1: 79,682 shares; 2025Q2: 85,209 shares; 2025Q3: 85,409 shares; 2025Q4: 78,311 shares; 2026Q1: 79,231 shares 79,231$3.5M1.68%+920Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,580 shares; 2024Q4: 8,682 shares; 2025Q1: 8,908 shares; 2025Q2: 9,151 shares; 2025Q3: 9,262 shares; 2025Q4: 9,185 shares; 2026Q1: 9,235 shares 9,235$3.16M1.52%+50Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,822 shares; 2025Q1: 12,126 shares; 2025Q2: 12,481 shares; 2025Q3: 12,599 shares; 2025Q4: 12,522 shares; 2026Q1: 12,634 shares 12,634$3.09M1.48%+112Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,880 shares; 2024Q4: 59,604 shares; 2025Q1: 60,108 shares; 2025Q2: 61,176 shares; 2025Q3: 61,151 shares; 2025Q4: 61,368 shares; 2026Q1: 62,684 shares 62,684$3.06M1.47%+1,316Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,415 shares; 2024Q4: 12,497 shares; 2025Q1: 12,579 shares; 2025Q2: 12,600 shares; 2025Q3: 12,640 shares; 2025Q4: 12,729 shares; 2026Q1: 12,822 shares 12,822$2.95M1.42%+93Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,334 shares; 2024Q4: 42,468 shares; 2025Q1: 43,287 shares; 2025Q2: 27,446 shares; 2025Q3: 22,864 shares; 2025Q4: 21,910 shares; 2026Q1: 21,418 shares 21,418$2.91M1.4%-492Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 22,612 shares; 2025Q1: 21,753 shares; 2025Q2: 22,827 shares; 2025Q3: 22,645 shares; 2025Q4: 22,804 shares; 2026Q1: 23,010 shares 23,010$2.86M1.37%+206Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,645 shares; 2024Q4: 58,635 shares; 2025Q1: 60,658 shares; 2025Q2: 41,171 shares; 2025Q3: 31,405 shares; 2025Q4: 34,994 shares; 2026Q1: 28,365 shares 28,365$2.82M1.35%-6,629Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000$2.74M1.32%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000$2.56M1.23%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,592 shares; 2025Q1: 6,894 shares; 2025Q2: 6,933 shares; 2025Q3: 7,009 shares; 2025Q4: 7,050 shares; 2026Q1: 7,160 shares 7,160$2.52M1.21%+110Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,325 shares; 2024Q4: 21,341 shares; 2025Q1: 21,643 shares; 2025Q2: 21,791 shares; 2025Q3: 21,567 shares; 2025Q4: 21,269 shares; 2026Q1: 21,471 shares 21,471$2.44M1.17%+202Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,471 shares; 2026Q1: 6,471 shares 6,471$2.4M1.15%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,406 shares; 2025Q1: 8,299 shares; 2025Q2: 8,311 shares; 2025Q3: 8,329 shares; 2025Q4: 8,216 shares; 2026Q1: 8,308 shares 8,308$2.36M1.13%+92Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 9,220 shares; 2025Q1: 10,213 shares; 2025Q2: 10,856 shares; 2025Q3: 11,014 shares; 2025Q4: 11,366 shares; 2026Q1: 11,668 shares 11,668$2.32M1.12%+302Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 4,992 shares; 2025Q2: 4,992 shares; 2025Q3: 4,992 shares; 2025Q4: 4,992 shares; 2026Q1: 4,992 shares 4,992$2.31M1.11%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 8,025 shares; 2025Q1: 7,965 shares; 2025Q2: 7,999 shares; 2025Q3: 7,904 shares; 2025Q4: 7,704 shares; 2026Q1: 7,766 shares 7,766$2.28M1.1%+62Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 13,533 shares; 2025Q1: 12,435 shares; 2025Q2: 12,662 shares; 2025Q3: 12,670 shares; 2025Q4: 12,954 shares; 2026Q1: 13,021 shares 13,021$2.21M1.06%+67Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,151 shares; 2024Q4: 28,696 shares; 2025Q1: 28,703 shares; 2025Q2: 28,648 shares; 2025Q3: 28,537 shares; 2025Q4: 28,142 shares; 2026Q1: 28,396 shares 28,396$2.2M1.06%+254Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,580 shares; 2025Q1: 4,624 shares; 2025Q2: 4,672 shares; 2025Q3: 4,661 shares; 2025Q4: 4,920 shares; 2026Q1: 5,019 shares 5,019$2.13M1.03%+99Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,543 shares; 2024Q4: 15,613 shares; 2025Q1: 15,496 shares; 2025Q2: 15,537 shares; 2025Q3: 15,155 shares; 2025Q4: 15,366 shares; 2026Q1: 15,472 shares 15,472$2.09M1%+106Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 6,893 shares; 2025Q1: 6,833 shares; 2025Q2: 7,167 shares; 2025Q3: 7,051 shares; 2025Q4: 6,645 shares; 2026Q1: 6,724 shares 6,724$2.08M1%+79Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,427 shares; 2024Q4: 26,427 shares; 2025Q1: 26,777 shares; 2025Q2: 26,947 shares; 2025Q3: 27,167 shares; 2025Q4: 27,297 shares; 2026Q1: 27,435 shares 27,435$2.04M0.98%+138Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,421 shares; 2025Q1: 5,476 shares; 2025Q2: 5,524 shares; 2025Q3: 5,544 shares; 2025Q4: 5,593 shares; 2026Q1: 5,518 shares 5,518$1.89M0.91%-75Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,539 shares; 2024Q4: 59,437 shares; 2025Q1: 57,240 shares; 2025Q2: 57,867 shares; 2025Q3: 57,416 shares; 2025Q4: 62,396 shares; 2026Q1: 63,863 shares 63,863$1.85M0.89%+1,467Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,791 shares; 2024Q4: 15,985 shares; 2025Q1: 15,149 shares; 2025Q2: 15,166 shares; 2025Q3: 15,202 shares; 2025Q4: 16,003 shares; 2026Q1: 16,213 shares 16,213$1.83M0.88%+210Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,551 shares; 2024Q4: 23,951 shares; 2025Q1: 24,276 shares; 2025Q2: 24,576 shares; 2025Q3: 24,576 shares; 2025Q4: 24,576 shares; 2026Q1: 24,108 shares 24,108$1.68M0.81%-468Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 5,496 shares; 2025Q1: 5,802 shares; 2025Q2: 6,082 shares; 2025Q3: 6,137 shares; 2025Q4: 5,621 shares; 2026Q1: 5,842 shares 5,842$1.68M0.8%+221Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 19,332 shares; 2025Q1: 19,424 shares; 2025Q2: 19,272 shares; 2025Q3: 18,911 shares; 2025Q4: 19,608 shares; 2026Q1: 20,824 shares 20,824$1.66M0.8%+1,216Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,234 shares; 2024Q4: 9,289 shares; 2025Q1: 9,752 shares; 2025Q2: 10,039 shares; 2025Q3: 10,158 shares; 2025Q4: 10,960 shares; 2026Q1: 11,406 shares 11,406$1.65M0.79%+446Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,496 shares; 2025Q1: 4,500 shares; 2025Q2: 4,672 shares; 2025Q3: 4,609 shares; 2025Q4: 4,951 shares; 2026Q1: 5,192 shares 5,192$1.63M0.78%+241Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 6,249 shares; 2025Q1: 6,505 shares; 2025Q2: 7,173 shares; 2025Q3: 7,286 shares; 2025Q4: 7,503 shares; 2026Q1: 7,711 shares 7,711$1.61M0.77%+208Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 1,985 shares; 2025Q1: 1,954 shares; 2025Q2: 1,967 shares; 2025Q3: 1,948 shares; 2025Q4: 1,885 shares; 2026Q1: 1,897 shares 1,897$1.6M0.77%+12Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 7,106 shares; 2025Q1: 7,192 shares; 2025Q2: 7,649 shares; 2025Q3: 7,542 shares; 2025Q4: 7,652 shares; 2026Q1: 7,745 shares 7,745$1.6M0.77%+93Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,822 shares; 2024Q4: 22,438 shares; 2025Q1: 23,694 shares; 2025Q2: 15,830 shares; 2025Q3: 13,122 shares; 2025Q4: 13,796 shares; 2026Q1: 12,791 shares 12,791$1.59M0.76%-1,005Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,577 shares; 2024Q4: 11,451 shares; 2025Q1: 8,216 shares; 2025Q2: 8,116 shares; 2025Q3: 8,116 shares; 2025Q4: 7,936 shares; 2026Q1: 7,936 shares 7,936$1.53M0.74%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8,515 shares; 2025Q1: 10,657 shares; 2025Q2: 10,960 shares; 2025Q3: 11,026 shares; 2025Q4: 11,131 shares; 2026Q1: 11,256 shares 11,256$1.49M0.71%+125Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,068 shares; 2024Q4: 23,599 shares; 2025Q1: 24,266 shares; 2025Q2: 24,545 shares; 2025Q3: 24,680 shares; 2025Q4: 27,202 shares; 2026Q1: 28,912 shares 28,912$1.45M0.7%+1,710Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 10,013 shares; 2025Q1: 9,799 shares; 2025Q2: 10,028 shares; 2025Q3: 10,087 shares; 2025Q4: 10,086 shares; 2026Q1: 10,246 shares 10,246$1.43M0.69%+160Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,119 shares; 2025Q1: 1,132 shares; 2025Q2: 1,154 shares; 2025Q3: 1,167 shares; 2025Q4: 1,378 shares; 2026Q1: 1,425 shares 1,425$1.42M0.68%+47Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,044 shares; 2025Q1: 4,118 shares; 2025Q2: 4,162 shares; 2025Q3: 4,203 shares; 2025Q4: 4,361 shares; 2026Q1: 4,449 shares 4,449$1.38M0.66%+88Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,276 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,303 shares; 2025Q4: 13,666 shares; 2026Q1: 14,023 shares 14,023$1.35M0.65%+357Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,129 shares; 2024Q4: 14,639 shares; 2025Q1: 14,654 shares; 2025Q2: 14,527 shares; 2025Q3: 14,453 shares; 2025Q4: 14,620 shares; 2026Q1: 14,610 shares 14,610$1.32M0.64%-10Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 4,873 shares; 2025Q1: 4,873 shares; 2025Q2: 4,873 shares; 2025Q3: 6,024 shares; 2025Q4: 5,976 shares; 2026Q1: 6,020 shares 6,020$1.29M0.62%+44Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,628 shares; 2024Q4: 9,590 shares; 2025Q1: 9,590 shares; 2025Q2: 9,190 shares; 2025Q3: 8,920 shares; 2025Q4: 8,533 shares; 2026Q1: 7,911 shares 7,911$1.23M0.59%-622Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,122 shares; 2024Q4: 13,063 shares; 2025Q1: 13,063 shares; 2025Q2: 12,899 shares; 2025Q3: 12,746 shares; 2025Q4: 12,496 shares; 2026Q1: 11,996 shares 11,996$1.23M0.59%-500Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 5,440 shares; 2025Q1: 5,522 shares; 2025Q2: 5,522 shares; 2025Q3: 5,507 shares; 2025Q4: 5,523 shares; 2026Q1: 5,588 shares 5,588$1.21M0.58%+65Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,627 shares; 2024Q4: 41,830 shares; 2025Q1: 43,989 shares; 2025Q2: 30,762 shares; 2025Q3: 22,599 shares; 2025Q4: 21,826 shares; 2026Q1: 19,652 shares 19,652$1.16M0.56%-2,174Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 7,588 shares; 2025Q1: 11,318 shares; 2025Q2: 11,772 shares; 2025Q3: 11,802 shares; 2025Q4: 12,123 shares; 2026Q1: 12,407 shares 12,407$1.15M0.55%+284Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,957 shares; 2024Q4: 7,957 shares; 2025Q1: 7,957 shares; 2025Q2: 8,057 shares; 2025Q3: 7,690 shares; 2025Q4: 7,690 shares; 2026Q1: 7,690 shares 7,690$1.12M0.54%0Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 9,584 shares; 2025Q1: 9,584 shares; 2025Q2: 9,584 shares; 2025Q3: 9,584 shares; 2025Q4: 9,584 shares; 2026Q1: 9,584 shares 9,584$1.11M0.53%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,891 shares; 2025Q1: 6,428 shares; 2025Q2: 6,676 shares; 2025Q3: 6,688 shares; 2025Q4: 6,867 shares; 2026Q1: 7,071 shares 7,071$1.1M0.53%+204Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,438 shares; 2025Q1: 3,470 shares; 2025Q2: 4,044 shares; 2025Q3: 4,053 shares; 2025Q4: 4,314 shares; 2026Q1: 4,434 shares 4,434$1.08M0.52%+120Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 9,667 shares; 2025Q1: 9,536 shares; 2025Q2: 9,536 shares; 2025Q3: 9,536 shares; 2025Q4: 9,536 shares; 2026Q1: 9,621 shares 9,621$1.07M0.51%+85Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 5,103 shares; 2025Q3: 5,327 shares; 2025Q4: 5,470 shares; 2026Q1: 5,547 shares 5,547$1.05M0.51%+77Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 16,408 shares; 2025Q1: 22,965 shares; 2025Q2: 29,399 shares; 2025Q3: 31,214 shares; 2025Q4: 23,260 shares; 2026Q1: 24,606 shares 24,606$1.02M0.49%+1,346Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares; 2026Q1: 6,231 shares 6,231$1.02M0.49%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,741 shares; 2025Q1: 2,837 shares; 2025Q2: 2,854 shares; 2025Q3: 2,929 shares; 2025Q4: 3,131 shares; 2026Q1: 3,366 shares 3,366$1.02M0.49%+235Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,281 shares; 2025Q1: 4,336 shares; 2025Q2: 4,499 shares; 2025Q3: 4,519 shares; 2025Q4: 4,539 shares; 2026Q1: 4,581 shares 4,581$996K0.48%+42Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,442 shares; 2025Q1: 1,149 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares 1,099$959K0.46%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares; 2025Q4: 3,511 shares; 2026Q1: 3,511 shares 3,511$937K0.45%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,033 shares; 2025Q1: 2,105 shares; 2025Q2: 2,548 shares; 2025Q3: 2,497 shares; 2025Q4: 2,429 shares; 2026Q1: 2,498 shares 2,498$929K0.45%+69Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,741 shares; 2025Q1: 2,918 shares; 2025Q2: 3,031 shares; 2025Q3: 3,166 shares; 2025Q4: 3,552 shares; 2026Q1: 3,634 shares 3,634$883K0.42%+82Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 5,082 shares; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares; 2025Q4: 5,082 shares; 2026Q1: 5,082 shares 5,082$858K0.41%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,381 shares; 2025Q1: 1,391 shares; 2025Q2: 1,916 shares; 2025Q3: 2,258 shares; 2025Q4: 2,805 shares; 2026Q1: 3,139 shares 3,139$849K0.41%+334Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,366 shares; 2025Q1: 1,414 shares; 2025Q2: 1,419 shares; 2025Q3: 1,405 shares; 2025Q4: 1,499 shares; 2026Q1: 1,769 shares 1,769$848K0.41%+270Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 13,826 shares; 2025Q1: 13,799 shares; 2025Q2: 11,436 shares; 2025Q3: 11,520 shares; 2025Q4: 11,521 shares; 2026Q1: 12,037 shares 12,037$845K0.41%+516Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 7,174 shares; 2025Q1: 7,174 shares; 2025Q2: 8,693 shares; 2025Q3: 9,100 shares; 2025Q4: 10,590 shares; 2026Q1: 12,905 shares 12,905$827K0.4%+2,315Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,341 shares; 2025Q1: 8,253 shares; 2025Q2: 8,706 shares; 2025Q3: 8,788 shares; 2025Q4: 9,130 shares; 2026Q1: 9,418 shares 9,418$816K0.39%+288Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 5,398 shares; 2025Q1: 5,473 shares; 2025Q2: 5,473 shares; 2025Q3: 5,473 shares; 2025Q4: 5,534 shares; 2026Q1: 5,473 shares 5,473$811K0.39%-61Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 907 shares; 2025Q1: 947 shares; 2025Q2: 1,144 shares; 2025Q3: 1,154 shares; 2025Q4: 1,102 shares; 2026Q1: 1,108 shares 1,108$785K0.38%+6Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,690 shares; 2025Q3: 5,715 shares; 2025Q4: 5,586 shares; 2026Q1: 5,679 shares 5,679$731K0.35%+93Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,312 shares; 2024Q4: 11,046 shares; 2025Q1: 11,754 shares; 2025Q2: 13,499 shares; 2025Q3: 13,950 shares; 2025Q4: 14,132 shares; 2026Q1: 14,213 shares 14,213$730K0.35%+81Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 8,809 shares; 2025Q1: 8,809 shares; 2025Q2: 8,809 shares; 2025Q3: 8,809 shares; 2025Q4: 8,954 shares; 2026Q1: 8,954 shares 8,954$711K0.34%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,274 shares; 2025Q1: 1,317 shares; 2025Q2: 1,319 shares; 2025Q3: 1,366 shares; 2025Q4: 1,385 shares; 2026Q1: 1,447 shares 1,447$667K0.32%+62Timeline
DBPINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,125 shares; 2025Q2: 5,970 shares; 2025Q3: 5,970 shares; 2025Q4: 5,970 shares; 2026Q1: 5,970 shares 5,970$657K0.32%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: 11,407 shares; 2025Q1: 11,407 shares; 2025Q2: 11,407 shares; 2025Q3: 11,134 shares; 2025Q4: 10,984 shares; 2026Q1: 9,705 shares 9,705$655K0.31%-1,279Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 5,228 shares; 2026Q1: 4,807 shares 4,807$639K0.31%-421Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 10,215 shares; 2025Q1: 10,215 shares; 2025Q2: 9,915 shares; 2025Q3: 9,915 shares; 2025Q4: 9,915 shares; 2026Q1: 9,915 shares 9,915$611K0.29%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,715 shares; 2025Q1: 1,736 shares; 2025Q2: 1,781 shares; 2025Q3: 1,782 shares; 2025Q4: 1,805 shares; 2026Q1: 1,823 shares 1,823$600K0.29%+18Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 9,993 shares; 2025Q1: 10,282 shares; 2025Q2: 11,021 shares; 2025Q3: 11,117 shares; 2025Q4: 12,060 shares; 2026Q1: 12,434 shares 12,434$599K0.29%+374Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469 shares; 2025Q1: 507 shares; 2025Q2: 537 shares; 2025Q3: 546 shares; 2025Q4: 604 shares; 2026Q1: 618 shares 618$594K0.29%+14Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,751 shares; 2024Q4: 8,481 shares; 2025Q1: 10,596 shares; 2025Q2: 10,721 shares; 2025Q3: 10,396 shares; 2025Q4: 10,509 shares; 2026Q1: 10,734 shares 10,734$581K0.28%+225Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,282 shares; 2024Q4: 5,282 shares; 2025Q1: 5,282 shares; 2025Q2: 5,282 shares; 2025Q3: 5,282 shares; 2025Q4: 5,282 shares; 2026Q1: 5,282 shares 5,282$581K0.28%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 913 shares; 2025Q1: 947 shares; 2025Q2: 1,071 shares; 2025Q3: 1,116 shares; 2025Q4: 1,137 shares; 2026Q1: 1,160 shares 1,160$570K0.27%+23Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,061 shares; 2025Q1: 7,550 shares; 2025Q2: 7,758 shares; 2025Q3: 7,868 shares; 2025Q4: 7,624 shares; 2026Q1: 7,791 shares 7,791$560K0.27%+167Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,749 shares; 2025Q1: 1,659 shares; 2025Q2: 1,684 shares; 2025Q3: 1,699 shares; 2025Q4: 1,804 shares; 2026Q1: 1,813 shares 1,813$527K0.25%+9Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 2,309 shares; 2025Q3: 2,315 shares; 2025Q4: 2,487 shares; 2026Q1: 2,639 shares 2,639$518K0.25%+152Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,993 shares; 2024Q4: 10,984 shares; 2025Q1: 10,984 shares; 2025Q2: 10,984 shares; 2025Q3: 10,984 shares; 2025Q4: 11,116 shares; 2026Q1: 9,891 shares 9,891$488K0.23%-1,225Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,922 shares; 2025Q4: 2,933 shares; 2026Q1: 2,922 shares 2,922$481K0.23%-11Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 686 shares; 2025Q3: 731 shares; 2025Q4: 801 shares; 2026Q1: 835 shares 835$478K0.23%+34Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares; 2026Q1: 3,589 shares 3,589$470K0.23%0Timeline
SPTBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,072 shares; 2026Q1: 15,432 shares 15,432$467K0.22%+2,360Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 23,130 shares; 2025Q1: 22,330 shares; 2025Q2: 22,130 shares; 2025Q3: 22,130 shares; 2025Q4: 22,130 shares; 2026Q1: 15,280 shares 15,280$442K0.21%-6,850Timeline
DBAINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,420 shares; 2024Q4: 17,420 shares; 2025Q1: 17,420 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares; 2025Q4: 16,170 shares; 2026Q1: 16,170 shares 16,170$442K0.21%0Timeline
DBEINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 15,550 shares; 2025Q3: 15,550 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares 14,400$424K0.2%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475$423K0.2%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200$405K0.19%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,557 shares; 2025Q2: 1,798 shares; 2025Q3: 1,854 shares; 2025Q4: 1,999 shares; 2026Q1: 2,143 shares 2,143$400K0.19%+144Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 7,459 shares; 2025Q1: 8,838 shares; 2025Q2: 9,745 shares; 2025Q3: 10,507 shares; 2025Q4: 13,145 shares; 2026Q1: 13,924 shares 13,924$400K0.19%+779Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,081 shares; 2025Q1: 4,081 shares; 2025Q2: 4,081 shares; 2025Q3: 4,081 shares; 2025Q4: 4,081 shares; 2026Q1: 4,081 shares 4,081$394K0.19%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares 3,540$388K0.19%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,436 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares 5,436$377K0.18%0Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 17,201 shares; 2025Q1: 17,201 shares; 2025Q2: 17,100 shares; 2025Q3: 17,100 shares; 2025Q4: 16,840 shares; 2026Q1: 16,638 shares 16,638$374K0.18%-202Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$374K0.18%0Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares 1,748$362K0.17%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526$344K0.17%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,295 shares; 2025Q3: 5,537 shares; 2025Q4: 6,035 shares; 2026Q1: 6,340 shares 6,340$343K0.16%+305Timeline
DBBINVESCO DB MULTI-SECTOR COMMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,150 shares; 2025Q3: 14,150 shares; 2025Q4: 14,150 shares; 2026Q1: 14,577 shares 14,577$343K0.16%+427Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,160 shares; 2025Q1: 1,176 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,097 shares; 2026Q1: 1,057 shares 1,057$339K0.16%-40Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 611 shares; 2026Q1: 758 shares 758$331K0.16%+147Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,737 shares 1,737$324K0.16%-42Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875$312K0.15%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: 1,041 shares; 2026Q1: 1,016 shares 1,016$292K0.14%-25Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,458 shares; 2025Q1: 1,458 shares; 2025Q2: 1,458 shares; 2025Q3: 1,458 shares; 2025Q4: 2,916 shares; 2026Q1: 2,527 shares 2,527$275K0.13%-389Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares; 2026Q1: 1,024 shares 1,024$268K0.13%+103Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,584 shares 2,584$251K0.12%+310Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,491 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,056 shares 2,056$236K0.11%0Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares 318$231K0.11%newTimeline
SPBOSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,900 shares 7,900$229K0.11%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,393 shares 1,393$225K0.11%-573Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares 2,525$219K0.11%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384$216K0.1%newTimeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: 2,405 shares; 2026Q1: 2,428 shares 2,428$215K0.1%+23Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 649 shares 649$212K0.1%-233Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares 2,017$209K0.1%0Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares; 2026Q1: 1,601 shares 1,601$204K0.1%-318Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,437 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 799 shares 799$203K0.1%-620Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 918 shares; 2026Q1: 471 shares 471$203K0.1%-447Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XNTKSPDR SERIES TRUST901$250Kshares
KIESPDR SERIES TRUST3,753$226Kshares
XLVSELECT SECTOR SPDR TR1,373$213Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002122473-26-000023 base2026-04-14acceptance time not in the bulk data set