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Security National Bank’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Security National Bank’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31
Closed -$3.12K – 336
2024
Q4 		$3.12K Buy
+31
New +$3.13K ﹤0.01% 306

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Security National Bank's STIP Position: Q1 2025 in Review

Security National Bank sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 31 shares — an estimated $3.12K sold.

Security National Bank first reported a position in STIP in Q4 2024 and held it in 1 quarter. The position peaked at $3.12K in Q4 2024. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Security National Bank reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Security National Bank sold 31 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $3.12K.
  • Security National Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 1 quarter.
  • Security National Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $3.12K in Q4 2024.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.