Security National Trust’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,100	Closed	-$101K	–	509
2014 Q3	$101K	Hold	1,100	–	–	0.04%	215
2014 Q2	$105K	Hold	1,100	–	–	0.04%	215
2014 Q1	$104K	Hold	1,100	–	–	0.04%	217
2013 Q4	$102K	Buy	+1,100	New	+$102K	0.04%	215

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Security National Trust's HYG Position: Q4 2014 in Review

Security National Trust sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2014, closing a stake of 1,100 shares — an estimated $101K sold.

Security National Trust first reported a position in HYG in Q4 2013 and held it in 4 quarters. The position peaked at $105K in Q2 2014. 472 funds tracked by Wall St. Rank hold HYG as of Q4 2014.

Security National Trust reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 1,100 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2014, an estimated $101K.
Security National Trust first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2013 and held it in 4 quarters.
Security National Trust's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $105K in Q2 2014.
472 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.