Security National Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.1K	Hold	560	–	–	0.01%	227
2026 Q1	$61K	Hold	560	–	–	0.01%	218
2025 Q4	$61.7K	Hold	560	–	–	0.01%	220
2025 Q3	$62.4K	Hold	560	–	–	0.01%	226
2025 Q2	$61.4K	Hold	560	–	–	0.01%	204
2025 Q1	$60.9K	Hold	560	–	–	0.01%	203
2024 Q4	$59.8K	Hold	560	–	–	0.01%	200
2024 Q3	$63.3K	Hold	560	–	–	0.01%	187
2024 Q2	$60K	Hold	560	–	–	0.01%	186
2024 Q1	$61K	Hold	560	–	–	0.01%	182
2023 Q4	$62K	Buy	+560	New	+$58.3K	0.01%	184

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Security National Bank held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 560 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #227.

Security National Bank first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.3K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Security National Bank held 560 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $61.1K as of Q2 2026.
Security National Bank left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #227 holding.
Security National Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Security National Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $63.3K in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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