Security National Trust’s Vanguard Total Bond Market BND Stock Holding History

Security National Trust’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$12K	Hold	135	–	–	﹤0.01%	337
2021 Q2	$12K	Hold	135	–	–	﹤0.01%	346
2021 Q1	$11K	Hold	135	–	–	﹤0.01%	349
2020 Q4	$12K	Hold	135	–	–	﹤0.01%	344
2020 Q3	$12K	Hold	135	–	–	﹤0.01%	336
2020 Q2	$12K	Hold	135	–	–	﹤0.01%	343
2020 Q1	$12K	Hold	135	–	–	﹤0.01%	347
2019 Q4	$11K	Hold	135	–	–	﹤0.01%	361
2019 Q3	$11K	Hold	135	–	–	﹤0.01%	316
2019 Q2	$11K	Hold	135	–	–	﹤0.01%	320
2019 Q1	$11K	Hold	135	–	–	﹤0.01%	326
2018 Q4	$11K	Hold	135	–	–	﹤0.01%	313
2018 Q3	$11K	Hold	135	–	–	﹤0.01%	331
2018 Q2	$11K	Hold	135	–	–	﹤0.01%	339
2018 Q1	$11K	Hold	135	–	–	﹤0.01%	339
2017 Q4	$11K	Hold	135	–	–	﹤0.01%	334
2017 Q3	$11K	Hold	135	–	–	﹤0.01%	340
2017 Q2	$11K	Hold	135	–	–	﹤0.01%	358
2017 Q1	$11K	Hold	135	–	–	﹤0.01%	354
2016 Q4	$11K	Hold	135	–	–	﹤0.01%	357
2016 Q3	$11K	Hold	135	–	–	﹤0.01%	369
2016 Q2	$11K	Hold	135	–	–	﹤0.01%	361
2016 Q1	$11K	Hold	135	–	–	﹤0.01%	367
2015 Q4	$11K	Hold	135	–	–	﹤0.01%	364
2015 Q3	$11K	Hold	135	–	–	﹤0.01%	366
2015 Q2	$11K	Hold	135	–	–	﹤0.01%	383
2015 Q1	$11K	Hold	135	–	–	﹤0.01%	393
2014 Q4	$11K	Hold	135	–	–	﹤0.01%	401
2014 Q3	$11K	Hold	135	–	–	﹤0.01%	400
2014 Q2	$11K	Hold	135	–	–	﹤0.01%	405
2014 Q1	$11K	Buy	+135	New	+$10.9K	﹤0.01%	399

Other funds holding BND

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Security National Trust's BND Position: Q3 2021 in Review

Security National Trust held its Vanguard Total Bond Market (BND) position steady in Q3 2021 at 135 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Security National Trust first reported a position in BND in Q1 2014 and has held it in 31 quarters since. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

Security National Trust held 135 shares of Vanguard Total Bond Market worth $12K as of Q3 2021.
Security National Trust left its Vanguard Total Bond Market share count unchanged in Q3 2021.
Vanguard Total Bond Market made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #337 holding.
Security National Trust first reported a position in Vanguard Total Bond Market in Q1 2014 and has held it in 31 quarters since.
1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.