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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
AGGIshares Core U.s. Agg Bond Etf
Recent Activity
Decreased -12.24%
0.6%
$2.862M
29,538 shares@ $96.9 avg price
DLRDigital Realty Trust Inc
Recent Activity
Decreased -0.76%
0.59%
$2.813M
15,865 shares@ $177.33 avg price
VZVerizon Communications Inc
Recent Activity
Increased 27.72%
0.59%
$2.81M
70,276 shares@ $39.99 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.98%
0.59%
$2.788M
18,150 shares@ $153.62 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.55%
0.57%
$2.72M
10,436 shares@ $260.64 avg price
DISWalt Disney Company
Recent Activity
Increased 1.54%
0.57%
$2.708M
24,320 shares@ $111.35 avg price
YUMYum Brands Inc
Recent Activity
Decreased -1.2%
0.56%
$2.69M
20,047 shares@ $134.17 avg price
BMYBristol-myers Squibb Corp
Recent Activity
Increased 0.11%
0.56%
$2.655M
46,933 shares@ $56.56 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