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Security National Bank’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Security National Bank’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,248
Closed -$300K – 71
2020
Q2 		$300K Sell
2,248
-96
-4% -$12.8K 0.12% 59
2020
Q1 		$313K Buy
+2,344
New +$302K 0.16% 55

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Security National Bank's IEI Position: Q3 2020 in Review

Security National Bank sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 2,248 shares — an estimated $300K sold.

Security National Bank first reported a position in IEI in Q1 2020 and held it in 2 quarters. The position peaked at $313K in Q1 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

  • Security National Bank reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Security National Bank sold 2,248 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $300K.
  • Security National Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Security National Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $313K in Q1 2020.
  • 474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Security National Bank's 13F filing for Q3 2020, filed 19 Oct 2020.