Security National Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-912
Closed -$51K 442
2016
Q3
$51K Buy
+912
New +$50.8K 0.02% 267
2015
Q1
Sell
-184
Closed -$10K 491
2014
Q4
$10K Hold
184
﹤0.01% 412
2014
Q3
$10K Buy
+184
New +$10.1K ﹤0.01% 412

Other funds holding IGIB

Security National Trust's IGIB Position: Q4 2016 in Review

Security National Trust sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2016, closing a stake of 912 shares — an estimated $51K sold.

Security National Trust first reported a position in IGIB in Q3 2014 and held it in 3 quarters. The position peaked at $51K in Q3 2016. 329 funds tracked by Wall St. Rank hold IGIB as of Q4 2016.

  • Security National Trust reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Security National Trust sold 912 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $51K.
  • Security National Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2014 and held it in 3 quarters.
  • Security National Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $51K in Q3 2016.
  • 329 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2016.

Based on Security National Trust's 13F filing for Q4 2016, filed 10 Feb 2017.