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Home > Institutional Investor > Iowa State Bank > Profile

Instuitional Investor - Iowa State Bank

Fund Profile
Filing Period:
Fund Name: Iowa State Bank
Portfolio Value $416,997,119
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Msci Eafe Etf
 278,446 $19,588,676 4.69%
2.
Ishares Trust
 IEF 66,044 $18,304,095 4.38%
3.
Microsoft Corp
 MSFT 43,751 $16,452,126 3.94%
4.
Apple Inc.
 AAPL 83,798 $16,133,629 3.86%
5.
Invesco Preferred Etf
 1,394,676 $15,996,933 3.83%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)