Security National Bank of Sioux City Iowa’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17,710	Closed	-$954K	–	92
2021 Q4	$954K	Hold	17,710	–	–	0.66%	54
2021 Q3	$968K	Buy	+17,710	New	+$970K	0.75%	51

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Security National Bank of Sioux City Iowa's IGSB Position: Q1 2022 in Review

Security National Bank of Sioux City Iowa sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022, closing a stake of 17,710 shares — an estimated $954K sold.

Security National Bank of Sioux City Iowa first reported a position in IGSB in Q3 2021 and held it in 2 quarters. The position peaked at $968K in Q3 2021. 926 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Security National Bank of Sioux City Iowa reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 17,710 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $954K.
Security National Bank of Sioux City Iowa first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
Security National Bank of Sioux City Iowa's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $968K in Q3 2021.
926 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2022, filed 2 May 2022.