Security National Trust’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$52K	Hold	2,000	–	–	0.01%	259
2021 Q2	$52K	Hold	2,000	–	–	0.01%	268
2021 Q1	$52K	Hold	2,000	–	–	0.01%	263
2020 Q4	$53K	Hold	2,000	–	–	0.01%	257
2020 Q3	$52K	Hold	2,000	–	–	0.01%	249
2020 Q2	$52K	Hold	2,000	–	–	0.02%	251
2020 Q1	$50K	Hold	2,000	–	–	0.02%	243
2019 Q4	$51K	Hold	2,000	–	–	0.01%	259
2019 Q3	$51K	Buy	+2,000	New	+$51K	0.02%	251

Other funds holding IBDO

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Security National Trust held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2021 at 2,000 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #259.

Security National Trust first reported a position in IBDO in Q3 2019 and has held it in 9 quarters since. The position peaked at $53K in Q4 2020. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

Security National Trust held 2,000 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $52K as of Q3 2021.
Security National Trust left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2021.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #259 holding.
Security National Trust first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and has held it in 9 quarters since.
Security National Trust's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $53K in Q4 2020.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

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