# EDGAR Filing Document

**Accession Number:** 0001546967
**File Stem:** 0001546967-26-000002
**Filing Date:** 2026-4
**Character Count:** 15916
**Document Hash:** 6e51bbed846ec14e834f46a4018b217f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001546967-26-000002.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0001546967-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260415

**EFFECTIVENESS DATE**: 20260415

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Iowa State Bank
- **CENTRAL INDEX KEY:** 0001546967

**ORGANIZATION NAME:**
- **EIN:** 420335294
- **STATE OF INCORPORATION:** IA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14934
- **FILM NUMBER:** 26862762

**BUSINESS ADDRESS:**
- **STREET 1:** 2301 128TH STREET
- **CITY:** URBANDALE
- **STATE:** IA
- **ZIP:** 50323-1818
- **BUSINESS PHONE:** 515-246-8240

**MAIL ADDRESS:**
- **STREET 1:** 2301 128TH STREET
- **CITY:** URBANDALE
- **STATE:** IA
- **ZIP:** 50323-1818

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Iowa State Bank<br>**Address:** 2301 128TH STREET<br>URBANDALE, IA 50323-1818

**Form 13F File Number:** 028-14934

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** TABITHA GRANZOW<br>**Title:** VP TRUST OPERATIONS OFFICER<br>**Phone:** 5152468240

**Signature, Place, and Date of Signing:**

TABITHA GRANZOW  URBANDALE, IA  04-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 124

**Form 13F Information Table Value Total:** $543439352

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC Incorporated | Com | 001055102 |  | 276798 | 2523 | SH |  | SOLE | 0 | 2523 | 0 | 0 |
| AT Inc | Com | 00206R102 |  | 2487980 | 85822 | SH |  | SOLE | 0 | 85822 | 0 | 0 |
| AT Inc | Com | 00206R102 |  | 46442 | 1602 | SH |  | DFND | 0 | 1602 | 0 | 0 |
| Abbott Laboratories | Com | 002824100 |  | 1731119 | 16861 | SH |  | SOLE | 0 | 16861 | 0 | 0 |
| Abbvie Inc | Com | 00287Y109 |  | 9857952 | 45326 | SH |  | SOLE | 0 | 45326 | 0 | 0 |
| Alphabet Inc Class A | Com | 02079K305 |  | 17272579 | 60066 | SH |  | SOLE | 0 | 60066 | 0 | 0 |
| Amazon Inc | Com | 023135106 |  | 9877830 | 47428 | SH |  | SOLE | 0 | 47428 | 0 | 0 |
| American Tower Corp REIT | Com | 03027X100 |  | 2784751 | 16136 | SH |  | SOLE | 0 | 16136 | 0 | 0 |
| Cencora Inc | Com | 03073E105 |  | 2125471 | 6766 | SH |  | SOLE | 0 | 6766 | 0 | 0 |
| Amgen Inc | Com | 031162100 |  | 3351723 | 9526 | SH |  | SOLE | 0 | 9526 | 0 | 0 |
| Analog Devices Inc | Com | 032654105 |  | 3152449 | 9909 | SH |  | SOLE | 0 | 9909 | 0 | 0 |
| Apple Inc | Com | 037833100 |  | 19270275 | 75930 | SH |  | SOLE | 0 | 75930 | 0 | 0 |
| Bank of America Corp | Com | 060505104 |  | 4499381 | 92295 | SH |  | SOLE | 0 | 92295 | 0 | 0 |
| Bank of America Corp | Com | 060505104 |  | 48750 | 1000 | SH |  | DFND | 0 | 1000 | 0 | 0 |
| Berkshire Hathaway Inc Cl A | Com | 084670108 |  | 5026980 | 7 | SH |  | SOLE | 0 | 7 | 0 | 0 |
| Berkshire Hathaway Inc Cl B | Com | 084670702 |  | 7432871 | 15511 | SH |  | SOLE | 0 | 15461 | 0 | 50 |
| BlackRock Enhanced Equity Dividend Trust | Com | 09251A104 |  | 126680 | 14696 | SH |  | SOLE | 0 | 14696 | 0 | 0 |
| BlackRock Inc. | Com | 09290D101 |  | 3390028 | 3525 | SH |  | SOLE | 0 | 3525 | 0 | 0 |
| Bristol-Myers Squibb Corp | Com | 110122108 |  | 1845458 | 30428 | SH |  | SOLE | 0 | 30428 | 0 | 0 |
| Broadcom Inc | Com | 11135F101 |  | 5484208 | 17719 | SH |  | SOLE | 0 | 17719 | 0 | 0 |
| CVS Health Corporation | Com | 126650100 |  | 1474752 | 20534 | SH |  | SOLE | 0 | 20534 | 0 | 0 |
| Cardinal Health Inc | Com | 14149Y108 |  | 8067604 | 38179 | SH |  | SOLE | 0 | 38179 | 0 | 0 |
| Caterpillar Inc | Com | 149123101 |  | 6294667 | 8885 | SH |  | SOLE | 0 | 8885 | 0 | 0 |
| Chevron Corp | Com | 166764100 |  | 8677800 | 41942 | SH |  | SOLE | 0 | 41942 | 0 | 0 |
| Cisco Systems Inc | Com | 17275R102 |  | 10310702 | 132887 | SH |  | SOLE | 0 | 132887 | 0 | 0 |
| Coca Cola Co | Com | 191216100 |  | 3289315 | 43252 | SH |  | SOLE | 0 | 43252 | 0 | 0 |
| Consolidated Edison Inc | Com | 209115104 |  | 212778 | 1880 | SH |  | SOLE | 0 | 1880 | 0 | 0 |
| Costco Wholesale Corp | Com | 22160K105 |  | 2109442 | 2117 | SH |  | SOLE | 0 | 2117 | 0 | 0 |
| Deere  Company | Com | 244199105 |  | 251795 | 447 | SH |  | SOLE | 0 | 447 | 0 | 0 |
| Deere  Company | Com | 244199105 |  | 109844 | 195 | SH |  | DFND | 0 | 195 | 0 | 0 |
| Digital Realty Trust Inc | Com | 253868103 |  | 2579526 | 14314 | SH |  | SOLE | 0 | 14314 | 0 | 0 |
| Dimensional International Value Fund ETF | Com | 25434V807 |  | 834557 | 15812 | SH |  | SOLE | 0 | 15812 | 0 | 0 |
| Dimensional National ETF | Com | 25434V849 |  | 540219 | 11271 | SH |  | SOLE | 0 | 11271 | 0 | 0 |
| Walt Disney Company | Com | 254687106 |  | 3534062 | 36668 | SH |  | SOLE | 0 | 36668 | 0 | 0 |
| Duke Energy Corp | Com | 26441C204 |  | 5480887 | 41858 | SH |  | SOLE | 0 | 41858 | 0 | 0 |
| Du Pont De Nemours Inc | Com | 26614N102 |  | 3080371 | 67257 | SH |  | SOLE | 0 | 67257 | 0 | 0 |
| Emerson Electric Co | Com | 291011104 |  | 8322259 | 63519 | SH |  | SOLE | 0 | 63519 | 0 | 0 |
| Exelon Corp | Com | 30161N101 |  | 1592611 | 32489 | SH |  | SOLE | 0 | 32489 | 0 | 0 |
| Exxon Mobil Corp | Com | 30231G102 |  | 11801210 | 69558 | SH |  | SOLE | 0 | 69558 | 0 | 0 |
| Meta Platforms Inc | Com | 30303M102 |  | 7616195 | 13312 | SH |  | SOLE | 0 | 13312 | 0 | 0 |
| Freeport-McMoran Inc | Com | 35671D857 |  | 1974538 | 33592 | SH |  | SOLE | 0 | 33592 | 0 | 0 |
| Gilead Sciences Inc | Com | 375558103 |  | 2600923 | 18662 | SH |  | SOLE | 0 | 18662 | 0 | 0 |
| The Hershey Company | Com | 427866108 |  | 250092 | 1203 | SH |  | SOLE | 0 | 1203 | 0 | 0 |
| Home Depot Inc | Com | 437076102 |  | 651202 | 1980 | SH |  | SOLE | 0 | 1980 | 0 | 0 |
| Honeywell Intl Inc | Com | 438516106 |  | 3029254 | 13402 | SH |  | SOLE | 0 | 13402 | 0 | 0 |
| ING Groep NV ADR | Com | 456837103 |  | 820757 | 31507 | SH |  | SOLE | 0 | 31507 | 0 | 0 |
| Intercontinental Exchange Inc | Com | 45866F104 |  | 3469597 | 22060 | SH |  | SOLE | 0 | 22060 | 0 | 0 |
| IBM Corp | Com | 459200101 |  | 6031875 | 24885 | SH |  | SOLE | 0 | 24885 | 0 | 0 |
| Invesco QQQ Trust | Com | 46090E103 |  | 581220 | 1007 | SH |  | SOLE | 0 | 1007 | 0 | 0 |
| Invesco RAFI US 1000 ETF | Com | 46137V613 |  | 225768 | 4750 | SH |  | SOLE | 0 | 4750 | 0 | 0 |
| iShares Core S 500 ETF | Com | 464287200 |  | 2137956 | 3273 | SH |  | SOLE | 0 | 3273 | 0 | 0 |
| iShares Core U.S. Agg Bond ETF | Com | 464287226 |  | 2024512 | 20394 | SH |  | SOLE | 0 | 20394 | 0 | 0 |
| iShares Core S Mid-Cap 400 Index ETF | Com | 464287507 |  | 25686184 | 380367 | SH |  | SOLE | 0 | 380367 | 0 | 0 |
| iShares Russell 1000 ETF | Com | 464287622 |  | 285248 | 800 | SH |  | SOLE | 0 | 800 | 0 | 0 |
| iShares Russell 2000 Index ETF | Com | 464287655 |  | 7142400 | 28800 | SH |  | SOLE | 0 | 28800 | 0 | 0 |
| iShares Core S Small-Cap 600 ETF | Com | 464287804 |  | 12616595 | 101493 | SH |  | SOLE | 0 | 101493 | 0 | 0 |
| iShares Core S Small-Cap 600 ETF | Com | 464287804 |  | 5594 | 45 | SH |  | DFND | 0 | 45 | 0 | 0 |
| iShares National Muni Bond ETF | Com | 464288414 |  | 449545 | 4235 | SH |  | SOLE | 0 | 4235 | 0 | 0 |
| iShares Dow Jones US Health Care Prov Index | Com | 464288828 |  | 418500 | 10000 | SH |  | SOLE | 0 | 10000 | 0 | 0 |
| iShares US ETF Tr Blackrock Short | Com | 46431W838 |  | 334711 | 6649 | SH |  | SOLE | 0 | 6649 | 0 | 0 |
| iShares Core MSCI EAFE ETF | Com | 46432F842 |  | 31271778 | 345430 | SH |  | SOLE | 0 | 345430 | 0 | 0 |
| iShares Core MSCI Emerging Mkts ETF | Com | 46434G103 |  | 19387571 | 277958 | SH |  | SOLE | 0 | 277958 | 0 | 0 |
| Perspective Therapeutics Inc | Com | 46489V302 |  | 79484 | 19061 | SH |  | SOLE | 0 | 19061 | 0 | 0 |
| JP Morgan Chase  Co | Com | 46625H100 |  | 19281011 | 65546 | SH |  | SOLE | 0 | 65546 | 0 | 0 |
| Johnson  Johnson | Com | 478160104 |  | 8139363 | 33298 | SH |  | SOLE | 0 | 33298 | 0 | 0 |
| Eli Lilly  Co | Com | 532457108 |  | 4725778 | 5138 | SH |  | SOLE | 0 | 5138 | 0 | 0 |
| Lowes Companies Inc | Com | 548661107 |  | 2918531 | 12352 | SH |  | SOLE | 0 | 12352 | 0 | 0 |
| Masco Corp | Com | 574599106 |  | 2093873 | 34684 | SH |  | SOLE | 0 | 34684 | 0 | 0 |
| McDonalds Corp | Com | 580135101 |  | 3090496 | 9944 | SH |  | SOLE | 0 | 9944 | 0 | 0 |
| Merck  Co Inc | Com | 58933Y105 |  | 204012 | 1696 | SH |  | SOLE | 0 | 1696 | 0 | 0 |
| MetLife Inc | Com | 59156R108 |  | 2606315 | 36854 | SH |  | SOLE | 0 | 36854 | 0 | 0 |
| Microsoft Corp | Com | 594918104 |  | 14899343 | 40250 | SH |  | SOLE | 0 | 40250 | 0 | 0 |
| Micron Tech | Com | 595112103 |  | 1473320 | 4361 | SH |  | SOLE | 0 | 4361 | 0 | 0 |
| Mondelez International Inc | Com | 609207105 |  | 1723724 | 29905 | SH |  | SOLE | 0 | 29905 | 0 | 0 |
| Morgan Stanley | Com | 617446448 |  | 9721314 | 59071 | SH |  | SOLE | 0 | 59071 | 0 | 0 |
| Netflix Inc | Com | 64110L106 |  | 2319811 | 24127 | SH |  | SOLE | 0 | 24127 | 0 | 0 |
| Nike Inc Class B | Com | 654106103 |  | 1481020 | 28039 | SH |  | SOLE | 0 | 28039 | 0 | 0 |
| NVIDIA Corp | Com | 67066G104 |  | 16225653 | 93037 | SH |  | SOLE | 0 | 93037 | 0 | 0 |
| Oracle Corp | Com | 68389X105 |  | 5207400 | 35398 | SH |  | SOLE | 0 | 35398 | 0 | 0 |
| Palantir Technologies Inc | Com | 69608A108 |  | 5513878 | 37694 | SH |  | SOLE | 0 | 37694 | 0 | 0 |
| Palo Alto Networks Inc | Com | 697435105 |  | 3435818 | 21431 | SH |  | SOLE | 0 | 21431 | 0 | 0 |
| Pepsico Inc | Com | 713448108 |  | 4920053 | 31683 | SH |  | SOLE | 0 | 31683 | 0 | 0 |
| Pfizer Inc | Com | 717081103 |  | 2465003 | 87785 | SH |  | SOLE | 0 | 87785 | 0 | 0 |
| Principal Financial Group | Com | 74251V102 |  | 496236 | 5507 | SH |  | SOLE | 0 | 5507 | 0 | 0 |
| Procter  Gamble Co | Com | 742718109 |  | 5155208 | 35691 | SH |  | SOLE | 0 | 35691 | 0 | 0 |
| Prudential Financial | Com | 744320102 |  | 4586839 | 46953 | SH |  | SOLE | 0 | 46953 | 0 | 0 |
| QUALCOMM Inc | Com | 747525103 |  | 227683 | 1768 | SH |  | SOLE | 0 | 1768 | 0 | 0 |
| RTX Corporation | Com | 75513E101 |  | 6759602 | 35042 | SH |  | SOLE | 0 | 35042 | 0 | 0 |
| Royal Bank Canada Montreal | Com | 780087102 |  | 251244 | 1553 | SH |  | SOLE | 0 | 1553 | 0 | 0 |
| State Street SPDR S 500 ETF Trust | Com | 78462F103 |  | 6453974 | 9924 | SH |  | SOLE | 0 | 9924 | 0 | 0 |
| State Street SPDR MSCI ACWI ex-US ETF | Com | 78463X848 |  | 634690 | 17346 | SH |  | SOLE | 0 | 17346 | 0 | 0 |
| State Street SPDR S 500 Growth ETF | Com | 78464A409 |  | 2331041 | 23808 | SH |  | SOLE | 0 | 23808 | 0 | 0 |
| State Street SPDR Portfolio S 500 Value ETF | Com | 78464A508 |  | 401718 | 7100 | SH |  | SOLE | 0 | 7100 | 0 | 0 |
| State Street SPDR Dow Jones Indl Average | Com | 78467X109 |  | 6874795 | 14840 | SH |  | SOLE | 0 | 14840 | 0 | 0 |
| State Street SPDR Portfolio High Yield ETF | Com | 78468R606 |  | 32382432 | 1388612 | SH |  | SOLE | 0 | 1388612 | 0 | 0 |
| State Street SPDR Portfolio High Yield ETF | Com | 78468R606 |  | 98107 | 4207 | SH |  | DFND | 0 | 4207 | 0 | 0 |
| State St SPDR US Low Volatility Index ETF | Com | 78468R804 |  | 236695 | 1329 | SH |  | SOLE | 0 | 1329 | 0 | 0 |
| Salesforce Inc | Com | 79466L302 |  | 3608704 | 19332 | SH |  | SOLE | 0 | 19332 | 0 | 0 |
| Charles Schwab Corp | Com | 808513105 |  | 2842989 | 30251 | SH |  | SOLE | 0 | 30251 | 0 | 0 |
| State Street Health Care Select Sec SPDR ETF | Com | 81369Y209 |  | 293220 | 2000 | SH |  | SOLE | 0 | 2000 | 0 | 0 |
| State Street Energy Select Sector SPDR ETF | Com | 81369Y506 |  | 280816 | 4584 | SH |  | SOLE | 0 | 4584 | 0 | 0 |
| Sysco Corp | Com | 871829107 |  | 1264324 | 17725 | SH |  | SOLE | 0 | 17725 | 0 | 0 |
| TJX Companies Inc | Com | 872540109 |  | 2417219 | 15136 | SH |  | SOLE | 0 | 15136 | 0 | 0 |
| Truist Financial Corp | Com | 89832Q109 |  | 3300324 | 71793 | SH |  | SOLE | 0 | 71793 | 0 | 0 |
| United Parcel Service | Com | 911312106 |  | 3154063 | 32060 | SH |  | SOLE | 0 | 21160 | 0 | 10900 |
| Vanguard Dividend Appreciation ETF | Com | 921908844 |  | 253556 | 1179 | SH |  | SOLE | 0 | 1179 | 0 | 0 |
| Vanguard FTSE Dev Mkt ETF | Com | 921943858 |  | 492967 | 7693 | SH |  | SOLE | 0 | 7693 | 0 | 0 |
| Vanguard Intermediate-Term Treas Fd ETF | Com | 92206C706 |  | 313888 | 5271 | SH |  | SOLE | 0 | 5271 | 0 | 0 |
| Vanguard Real Estate ETF | Com | 922908553 |  | 281002 | 3168 | SH |  | SOLE | 0 | 3168 | 0 | 0 |
| Vanguard Small-Cap Value ETF | Com | 922908611 |  | 456008 | 2099 | SH |  | SOLE | 0 | 2099 | 0 | 0 |
| Vanguard Value Index Fund ETF | Com | 922908744 |  | 1744414 | 8891 | SH |  | SOLE | 0 | 8891 | 0 | 0 |
| Vanguard Total Stock Market | Com | 922908769 |  | 1329757 | 4145 | SH |  | SOLE | 0 | 4145 | 0 | 0 |
| Verizon Communications Inc | Com | 92343V104 |  | 4499526 | 89632 | SH |  | SOLE | 0 | 89632 | 0 | 0 |
| Verizon Communications Inc | Com | 92343V104 |  | 28263 | 563 | SH |  | DFND | 0 | 563 | 0 | 0 |
| Visa Inc | Com | 92826C839 |  | 5244166 | 17351 | SH |  | SOLE | 0 | 17351 | 0 | 0 |
| Wal-Mart Stores Inc | Com | 931142103 |  | 2853966 | 22964 | SH |  | SOLE | 0 | 22964 | 0 | 0 |
| Waste Management Inc | Com | 94106L109 |  | 3076658 | 13389 | SH |  | SOLE | 0 | 13389 | 0 | 0 |
| Wells Fargo  Co | Com | 949746101 |  | 181670 | 2282 | SH |  | SOLE | 0 | 2282 | 0 | 0 |
| Wells Fargo  Co | Com | 949746101 |  | 318440 | 4000 | SH |  | DFND | 0 | 4000 | 0 | 0 |
| Yum Brands Inc | Com | 988498101 |  | 4760487 | 30618 | SH |  | SOLE | 0 | 30618 | 0 | 0 |
| Eaton Corp PLC | Com | G29183103 |  | 6897666 | 19285 | SH |  | SOLE | 0 | 19285 | 0 | 0 |
| Johnson Ctls Intl Plc | Com | G51502105 |  | 2612583 | 19951 | SH |  | SOLE | 0 | 19951 | 0 | 0 |
| Linde Plc | Com | G54950103 |  | 2614142 | 5273 | SH |  | SOLE | 0 | 5273 | 0 | 0 |
| Medtronic plc | Com | G5960L103 |  | 1236929 | 14275 | SH |  | SOLE | 0 | 14275 | 0 | 0 |

---