test

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
AFLAflac Incorporated
Recent Activity
Decreased -2.77%
0.06%
$260,979
2,523 shares@ $103.44 avg price
BABoeing Co
Recent Activity
Decreased -19.07%
0.06%
$242,490
1,370 shares@ $177.0 avg price
TGTTarget Corp
Recent Activity
Decreased -3.32%
0.05%
$239,809
1,774 shares@ $135.18 avg price