Iowa State Bank Buys SPDR MSCI ACWI ex-US ETF, Truist Financial Corp, iShares Core S&P ...
Urbandale, IA, based Investment company Iowa State Bank (Current Portfolio) buys SPDR MSCI ACWI ex-US ETF, Truist Financial Corp, iShares Core S&P Mid-Cap ETF, iShares Core S&P Small-Cap ETF, Alphabet Inc, sells AT&T Inc, Invesco BulletShares 2028 Corporate Bond ETF, Meredith Holdings Corp, Meredith Holdings Corp, Verizon Communications Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Iowa State Bank. As of 2021Q4, Iowa State Bank owns 122 stocks with a total value of $416 million. These are the details of the buys and sells.
New Purchases: TFC, IEFA, LGLV, IEMG, VYM, LNT, IBDV, IWB, IWD,
Added Positions: CWI, IJH, PGX, IJR, MSFT, GOOGL, AMZN, V, AAPL, CVS, PFE, AMT, ICE, JPM, MAS, EMR, CTSH, PG, DLTR, CSCO, UPS, DIS, FB, JNJ, PEP, CRM, ORCL, PRU, TWTR, EBAY, QCOM, SBUX, SYY, ABBV, DOW, INTC, ECL, YUM, SWKS, EOG, CAH, CVX, SPY, MS, VIAC, BSCP, QQQ, XLK, IBM, BSCR, CMCSA, BSCQ, IBDT, BSCO, WBA, BMY, EXC,
Reduced Positions: T, BSCS, VZ, BRK.B, USMV, D, LOW, ETN, SO, HON, DUK, SPYG, BSCN, WFC, AGG, IBDU, VCSH, ABT, USB, PFG, MRK, XOM, DE, ED, CHE, BBY, LLY, IVOO, BA, VTI, XLE,
Sold Out: MDP, MDP,
For the details of Iowa State Bank's stock buys and sells,
go to https://www.gurufocus.com/guru/iowa+state+bank/current-portfolio/portfolio
These are the top 5 holdings of Iowa State Bank
United Parcel Service Inc (UPS) - 85,177 shares, 4.39% of the total portfolio. Shares added by 4.36%
Microsoft Corp (MSFT) - 51,339 shares, 4.15% of the total portfolio. Shares added by 7.67%
Invesco Preferred ETF (PGX) - 1,124,593 shares, 4.06% of the total portfolio. Shares added by 17.33%
Apple Inc (AAPL) - 92,381 shares, 3.95% of the total portfolio. Shares added by 6.16%
SPDR MSCI ACWI ex-US ETF (CWI) - 478,589 shares, 3.37% of the total portfolio. Shares added by 30.05%
New Purchase: Truist Financial Corp (TFC)
Iowa State Bank initiated holding in Truist Financial Corp. The purchase prices were between $55.67 and $65.14, with an estimated average price of $61.08. The stock is now traded at around $64.060000. The impact to a portfolio due to this purchase was 0.7%. The holding were 49,392 shares as of 2021-12-31.
New Purchase: BTC iShares Core MSCI EAFE ETF (IEFA)
Iowa State Bank initiated holding in BTC iShares Core MSCI EAFE ETF. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $72.890000. The impact to a portfolio due to this purchase was 0.15%. The holding were 8,159 shares as of 2021-12-31.
New Purchase: SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
Iowa State Bank initiated holding in SPDR SSGA US Large Cap Low Volatility Index ETF. The purchase prices were between $133.28 and $150.71, with an estimated average price of $142.91. The stock is now traded at around $142.103400. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,155 shares as of 2021-12-31.
New Purchase: iShares Core MSCI Emerging Markets ETF (IEMG)
Iowa State Bank initiated holding in iShares Core MSCI Emerging Markets ETF. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $59.880000. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,182 shares as of 2021-12-31.
New Purchase: Vanguard High Dividend Yield Indx ETF (VYM)
Iowa State Bank initiated holding in Vanguard High Dividend Yield Indx ETF. The purchase prices were between $103.44 and $112.16, with an estimated average price of $108.07. The stock is now traded at around $112.975000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,378 shares as of 2021-12-31.
New Purchase: iShares iBonds Dec 2030 Term Corporate ETF (IBDV)
Iowa State Bank initiated holding in iShares iBonds Dec 2030 Term Corporate ETF. The purchase prices were between $24.73 and $25.31, with an estimated average price of $25.05. The stock is now traded at around $24.447800. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,400 shares as of 2021-12-31.
Added: SPDR MSCI ACWI ex-US ETF (CWI)
Iowa State Bank added to a holding in SPDR MSCI ACWI ex-US ETF by 30.05%. The purchase prices were between $28.11 and $29.85, with an estimated average price of $29.14. The stock is now traded at around $28.970000. The impact to a portfolio due to this purchase was 0.78%. The holding were 478,589 shares as of 2021-12-31.
Added: iShares Core S&P Mid-Cap ETF (IJH)
Iowa State Bank added to a holding in iShares Core S&P Mid-Cap ETF by 25.35%. The purchase prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $265.430000. The impact to a portfolio due to this purchase was 0.62%. The holding were 45,079 shares as of 2021-12-31.
Added: iShares Core S&P Small-Cap ETF (IJR)
Iowa State Bank added to a holding in iShares Core S&P Small-Cap ETF by 47.66%. The purchase prices were between $107.97 and $119.54, with an estimated average price of $113.43. The stock is now traded at around $106.300000. The impact to a portfolio due to this purchase was 0.41%. The holding were 45,809 shares as of 2021-12-31.
Added: Alphabet Inc (GOOGL)
Iowa State Bank added to a holding in Alphabet Inc by 22.58%. The purchase prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $3000.000000. The impact to a portfolio due to this purchase was 0.28%. The holding were 2,188 shares as of 2021-12-31.
Added: Amazon.com Inc (AMZN)
Iowa State Bank added to a holding in Amazon.com Inc by 37.29%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3020.940000. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,226 shares as of 2021-12-31.
Added: Visa Inc (V)
Iowa State Bank added to a holding in Visa Inc by 37.84%. The purchase prices were between $190.16 and $233.88, with an estimated average price of $214.28. The stock is now traded at around $235.150000. The impact to a portfolio due to this purchase was 0.24%. The holding were 16,684 shares as of 2021-12-31.
Sold Out: Meredith Holdings Corp (MDP)
Iowa State Bank sold out a holding in Meredith Holdings Corp. The sale prices were between $54.43 and $59.07, with an estimated average price of $58.21.
Sold Out: Meredith Holdings Corp (MDP)
Iowa State Bank sold out a holding in Meredith Holdings Corp. The sale prices were between $54.43 and $59.07, with an estimated average price of $58.21.
Here is the complete portfolio of Iowa State Bank. Also check out:
1. Iowa State Bank's Undervalued Stocks
2. Iowa State Bank's Top Growth Companies, and
3. Iowa State Bank's High Yield stocks
4. Stocks that Iowa State Bank keeps buyingThis article first appeared on GuruFocus.
