Security National Trust’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$50K	Hold	2,000	–	–	0.01%	265
2021 Q2	$50K	Hold	2,000	–	–	0.01%	273
2021 Q1	$50K	Hold	2,000	–	–	0.01%	268
2020 Q4	$50K	Hold	2,000	–	–	0.01%	263
2020 Q3	$50K	Hold	2,000	–	–	0.01%	256
2020 Q2	$50K	Hold	2,000	–	–	0.02%	254
2020 Q1	$49K	Hold	2,000	–	–	0.02%	247
2019 Q4	$50K	Hold	2,000	–	–	0.01%	262
2019 Q3	$50K	Buy	+2,000	New	+$49.9K	0.02%	254

Other funds holding IBDM

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

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

Security National Trust held its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) position steady in Q3 2021 at 2,000 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #265.

Security National Trust first reported a position in IBDM in Q3 2019 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

Security National Trust held 2,000 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $50K as of Q3 2021.
Security National Trust left its iShares iBonds Dec 2021 Term Corporate ETF share count unchanged in Q3 2021.
iShares iBonds Dec 2021 Term Corporate ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #265 holding.
Security National Trust first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

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