Security National Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$64K	Hold	557	–	–	0.01%	244
2021 Q2	$64K	Hold	557	–	–	0.01%	253
2021 Q1	$63K	Sell	557 -4	-0.7%	-$466	0.01%	253
2020 Q4	$67K	Sell	561 -78	-12%	-$9.38K	0.02%	243
2020 Q3	$78K	Buy	639 +78	+14%	+$9.52K	0.02%	225
2020 Q2	$68K	Buy	+561	New	+$68.2K	0.02%	233

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Security National Trust held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2021 at 557 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #244.

Security National Trust first reported a position in IEF in Q2 2020 and has held it in 6 quarters since. The position peaked at $78K in Q3 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Security National Trust held 557 shares of iShares 7-10 Year Treasury Bond ETF worth $64K as of Q3 2021.
Security National Trust left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2021.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #244 holding.
Security National Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 6 quarters since.
Security National Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $78K in Q3 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

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