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TABITHA GRANZOW

@Iowa State Bank

Latest period2024 - Q4ReportedManaged Assets$480.649MTotal holdings106
Assets growth rate-1.17%Assets growth rate (2-Q avg)3.16%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Iowa State Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Iowa State Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 480.649M in assets, with a quarterly growth rate of -1.17% and a 2-quarter average growth rate of 3.16%. The portfolio is managed by TABITHA GRANZOW, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
YUMYum Brands Inc
Recent Activity
Decreased -1.2%
0.56%
$2.69M
20,047 shares@ $134.17 avg price
DUKDuke Energy Corp
Recent Activity
Decreased -2.01%
0.55%
$2.611M
24,231 shares@ $107.75 avg price
LINLinde Plc
Recent Activity
Decreased -0.88%
0.53%
$2.544M
6,076 shares@ $418.68 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.46%
0.53%
$2.52M
94,977 shares@ $26.54 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -1.84%
0.49%
$2.333M
25,258 shares@ $92.37 avg price
MDLZMondelez International Inc
Recent Activity
Decreased -1.02%
0.45%
$2.132M
35,697 shares@ $59.74 avg price
OMCOmnicom Group
Recent Activity
Decreased -0.47%
0.44%
$2.093M
24,331 shares@ $86.04 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Decreased -3.24%
0.44%
$2.079M
55,397 shares@ $37.53 avg price
DDDu Pont De Nemours Inc
Recent Activity
Decreased -0.32%
0.41%
$1.931M
25,331 shares@ $76.26 avg price
SYYSysco Corp
Recent Activity
Decreased -1.37%
0.34%
$1.588M
20,766 shares@ $76.46 avg price