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Security National Bank’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Security National Bank’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-627
Closed -$31.7K – 389
2025
Q2 		$31.7K Sell
627
-193
-24% -$9.69K 0.01% 240
2025
Q1 		$41.2K Buy
+820
New +$41K 0.01% 226

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Security National Bank's SLQD Position: Q3 2025 in Review

Security National Bank sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2025, closing a stake of 627 shares — an estimated $31.7K sold.

Security National Bank first reported a position in SLQD in Q1 2025 and held it in 2 quarters. The position peaked at $41.2K in Q1 2025. 242 funds tracked by Wall St. Rank hold SLQD as of Q3 2025.

  • Security National Bank reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Security National Bank sold 627 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $31.7K.
  • Security National Bank first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
  • Security National Bank's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $41.2K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.