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

Security National Bank of So Dak’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 Q3	–	Sell	-5,000	Closed	-$253K	–	90
2022 Q2	$253K	Sell	5,000 -5,171	-51%	-$263K	0.21%	83
2022 Q1	$526K	Sell	10,171 -2,000	-16%	-$105K	0.37%	65
2021 Q4	$656K	Buy	12,171 +6,000	+97%	+$325K	0.44%	62
2021 Q3	$337K	Buy	+6,171	New	+$338K	0.26%	75

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

MMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 So Dak's IGSB Position: Q3 2022 in Review

Security National Bank of So Dak sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2022, closing a stake of 5,000 shares — an estimated $253K sold.

Security National Bank of So Dak first reported a position in IGSB in Q3 2021 and held it in 4 quarters. The position peaked at $656K in Q4 2021. 871 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Security National Bank of So Dak reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Security National Bank of So Dak sold 5,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $253K.
Security National Bank of So Dak first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 4 quarters.
Security National Bank of So Dak's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $656K in Q4 2021.
871 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Security National Bank of So Dak's 13F filing for Q3 2022, filed 14 Oct 2022.