§ 13F · FUND PROFILE
Iowa State Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $525M (13F)Positions · 126Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPHY | State Street SPDR Portfolio High Yield ETF | 1.39M | $32M | 6.0% | +133% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 345K | $31M | 5.8% | +7% |
| 3 | IJH | iShares Core S&P Mid-Cap 400 Index ETF | 380K | $26M | 4.7% | −1% |
| 4 | IEMG | iShares Core MSCI Emerging Mkts ETF | 278K | $19M | 3.6% | +30% |
| 5 | JPM | JP Morgan Chase & Co | 66K | $19M | 3.5% | +3% |
| 6 | AAPL | Apple Inc | 76K | $19M | 3.5% | −3% |
| 7 | GOOGL | Alphabet Inc Class A | 60K | $17M | 3.2% | −5% |
| 8 | NVDA | NVIDIA Corp | 93K | $16M | 3.0% | +5% |
| 9 | MSFT | Microsoft Corp | 40K | $15M | 2.7% | ±0% |
| 10 | IJR | iShares Core S&P Small-Cap 600 ETF | 101K | $13M | 2.3% | −36% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IOWA SIGNAL
AC read
Iowa State Bank is a Dealer / Bank fund managing $525 million in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed