Security National Bank’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Security National Bank’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156K	Sell	3,228 -1,035	-24%	-$50K	0.02%	171
2026 Q1	$207K	Buy	4,263 +2,095	+97%	+$102K	0.03%	141
2025 Q4	$106K	Hold	2,168	–	–	0.02%	180
2025 Q3	$106K	Sell	2,168 -1,896	-47%	-$92.2K	0.02%	184
2025 Q2	$198K	Sell	4,064 -167	-4%	-$8.06K	0.03%	123
2025 Q1	$205K	Hold	4,231	–	–	0.04%	121
2024 Q4	$202K	Buy	4,231 +1,672	+65%	+$80.2K	0.03%	113
2024 Q3	$125K	Buy	2,559 +606	+31%	+$29.2K	0.02%	138
2024 Q2	$92.5K	Hold	1,953	–	–	0.01%	151
2024 Q1	$92.7K	Buy	+1,953	New	+$92.6K	0.01%	151
2022 Q3	–	Sell	-7,811	Closed	-$370K	–	104
2022 Q2	$370K	Buy	7,811 +1,975	+34%	+$94.3K	0.1%	73
2022 Q1	$283K	Buy	5,836 +300	+5%	+$14.8K	0.06%	89
2021 Q4	$279K	Buy	+5,536	New	+$280K	0.06%	88

Other funds holding ISTB

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Security National Bank's ISTB Position: Q2 2026 in Review

Security National Bank reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 24% in Q2 2026, selling an estimated $50K and leaving 3,228 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #171.

Security National Bank first reported a position in ISTB in Q4 2021 and has held it in 13 quarters since. The position peaked at $370K in Q2 2022. 94 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Security National Bank held 3,228 shares of iShares Core 1-5 Year USD Bond ETF worth $156K as of Q2 2026.
Security National Bank sold 1,035 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $50K.
iShares Core 1-5 Year USD Bond ETF made up 0.02% of Security National Bank's portfolio in Q2 2026, its #171 holding.
Security National Bank first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 13 quarters since.
Security National Bank's iShares Core 1-5 Year USD Bond ETF position peaked at $370K in Q2 2022.
94 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.