Security National Bank of Sioux City Iowa’s Vanguard Total Bond Market BND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$751K Sell
10,200
-150
-1% -$11K 0.53% 57
2025
Q1
$760K Buy
10,350
+814
+9% +$59.8K 0.55% 60
2024
Q4
$686K Sell
9,536
-235
-2% -$16.9K 0.48% 60
2024
Q3
$734K Buy
9,771
+200
+2% +$15K 0.45% 64
2024
Q2
$690K Sell
9,571
-75
-0.8% -$5.4K 0.5% 60
2024
Q1
$701K Buy
9,646
+1,473
+18% +$107K 0.49% 60
2023
Q4
$601K Sell
8,173
-65
-0.8% -$4.78K 0.45% 61
2023
Q3
$575K Buy
8,238
+5
+0.1% +$349 0.45% 62
2023
Q2
$598K Buy
+8,233
New +$598K 0.45% 59
2022
Q4
$718K Buy
9,999
+1,339
+15% +$96.2K 0.55% 61
2022
Q3
$618K Buy
8,660
+5,965
+221% +$426K 0.55% 59
2022
Q2
$203K Sell
2,695
-56
-2% -$4.22K 0.17% 85
2022
Q1
$219K Sell
2,751
-1,055
-28% -$84K 0.16% 83
2021
Q4
$323K Hold
3,806
0.22% 75
2021
Q3
$325K Sell
3,806
-4,883
-56% -$417K 0.25% 72
2021
Q2
$746K Buy
8,689
+5,803
+201% +$498K 0.59% 57
2021
Q1
$245K Buy
+2,886
New +$245K 0.2% 86