Wealth Advisors of Iowa Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$35.8M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$3.88M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.81M |
| 4 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
+$3.14M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
American Century US Quality Growth ETF
QGRO
|
+$14.9M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$9.59M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$5.05M |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$3.74M |
| 5 |
American Century Quality Diversified International ETF
QINT
|
+$2.53M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.53% |
| 2 | Financials | 1.98% |
| 3 | Consumer Discretionary | 1.55% |
| 4 | Communication Services | 1.34% |
| 5 | Industrials | 1.15% |
Similar funds
Wealth Advisors of Iowa's Q1 2026 Portfolio in Review
As of Q1 2026, Wealth Advisors of Iowa held 94 positions worth $323M, up 6.1% from $305M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Wealth Advisors of Iowa deployed $22.2M of net new capital in Q1 2026, opening 10 new positions and adding to 45 existing holdings. Its largest new stake was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 38,595 shares worth $3.88M.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, down from 4.5% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was American Century US Quality Growth ETF, an estimated $14.9M trimmed.
- Wealth Advisors of Iowa's largest Q1 2026 buy was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 38,595 shares worth $3.88M.
- Wealth Advisors of Iowa added most to iShares 0-3 Month Treasury Bond ETF in Q1 2026, an estimated $35.8M increase.
- Wealth Advisors of Iowa's biggest Q1 2026 reduction was American Century US Quality Growth ETF, cutting an estimated $14.9M.
- Wealth Advisors of Iowa fully exited JPMorgan Ultra-Short Income ETF in Q1 2026, selling an estimated $5.05M.
- Wealth Advisors of Iowa's ten largest holdings make up 70% of its $323M portfolio in Q1 2026.
- Wealth Advisors of Iowa opened 10 new positions and closed 7 in Q1 2026.
- Wealth Advisors of Iowa's portfolio value rose 6.1% quarter-over-quarter to $323M.
Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.