Iowa State Bank BDJ — BlackRock Enhanced Equity

Ownership history in Iowa State Bank  ·  59 quarters on record

AI Ownership Summary

Iowa State Bank reported BlackRock Enhanced Equity (BDJ) in 59 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows BDJ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BDJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Iowa State Bank's position in BlackRock Enhanced Equity, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BDJ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BDJ stock page Iowa State Bank fund profile Iowa State Bank full holdings
How Iowa State Bank held BDJ — position size vs. price
% of Fund (quarterly)    BDJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 14,696 — 0% 0.02% $138K 2026-10-06 $9.45
2026 Q2 UNCHANGED — — — 14,696 — 0% 0.02% $141K 2026-07-28 $9.57
2026 Q1 UNCHANGED — — — 14,696 — 0% 0.02% $127K 2026-04-15 $8.85
2025 Q4 UNCHANGED — — — 14,696 — 0% 0.03% $139K 2026-01-06 $8.97
2025 Q3 REDUCED 13.3% +5.3% ❌ 14,696 -2,250 -13.3% 0.03% $134K 2025-10-03 $8.31
2025 Q2 UNCHANGED — — — 16,946 — 0% 0.03% $151K 2025-07-22 $7.92
2025 Q1 UNCHANGED — — — 16,946 — 0% 0.03% $146K 2025-04-09 $7.15
2024 Q4 UNCHANGED — — — 16,946 — 0% 0.03% $140K 2025-01-06 $7.22
2024 Q3 REDUCED 9.2% -1.9% ✅ 16,946 -1,721 -9.2% 0.03% $147K 2024-10-09 $7.32
2024 Q2 UNCHANGED — — — 18,667 — 0% 0.03% $153K 2024-07-23 $6.86
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BDJ

As of 2026 Q3 — sorted by position size

Hickory Point Bank & Trust 0.03%

FAQ About Iowa State Bank and BDJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Iowa State Bank reported owning BDJ?

Iowa State Bank reported BDJ across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BDJ position in Iowa State Bank's portfolio?

The largest reported portfolio weight for BDJ was 0.03% in 2024 Q2.

What is the latest reported BDJ position on this page?

The most recent filing on this page is 2026 Q3, when Iowa State Bank reported 14,696 shares, equal to 0.02% of portfolio, with an estimated market value of $138K.

What does the chart on this BDJ ownership page compare?

The chart compares Iowa State Bank's quarterly BDJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Iowa State Bank time their BDJ position?

Based on 13F filing dates vs. subsequent BDJ price moves, Iowa State Bank correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on BDJ relative to SPY over the holding period was +37.0%.

← Back to Iowa State Bank Holdings