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Security National Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Security National Trust’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed – – 405
2020
Q4 		$0 Sell
2
-82
-98% -$10.9K ﹤0.01% 417
2020
Q3 		$11K Buy
84
+82
+4,100% +$11K ﹤0.01% 342
2020
Q2 		$0 Buy
+2
New +$267 ﹤0.01% 443

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Security National Trust's IEI Position: Q1 2021 in Review

Security National Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 2 shares.

Security National Trust first reported a position in IEI in Q2 2020 and held it in 3 quarters. The position peaked at $11K in Q3 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

  • Security National Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Security National Trust sold 2 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021.
  • Security National Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Security National Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $11K in Q3 2020.
  • 509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.