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Security National Trust’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Security National Trust’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$27K Hold
240
– – 0.01% 308
2021
Q2 		$27K Buy
+240
New +$27.1K 0.01% 316

Other funds holding CORP

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Security National Trust held its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) position steady in Q3 2021 at 240 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #308.

Security National Trust first reported a position in CORP in Q2 2021 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold CORP as of Q3 2021.

  • Security National Trust held 240 shares of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund worth $27K as of Q3 2021.
  • Security National Trust left its PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund share count unchanged in Q3 2021.
  • PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund made up 0.01% of Security National Trust's portfolio in Q3 2021, its #308 holding.
  • Security National Trust first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2021 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2021.

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