Security National Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$198K	Hold	3,619	–	–	0.05%	160
2021 Q2	$198K	Hold	3,619	–	–	0.04%	165
2021 Q1	$198K	Hold	3,619	–	–	0.05%	160
2020 Q4	$200K	Hold	3,619	–	–	0.05%	160
2020 Q3	$199K	Hold	3,619	–	–	0.06%	155
2020 Q2	$198K	Hold	3,619	–	–	0.06%	153
2020 Q1	$189K	Hold	3,619	–	–	0.07%	141
2019 Q4	$194K	Hold	3,619	–	–	0.06%	159
2019 Q3	$194K	Sell	3,619 -1,409	-28%	-$75.5K	0.06%	154
2019 Q2	$269K	Hold	5,028	–	–	0.08%	132
2019 Q1	$266K	Hold	5,028	–	–	0.09%	131
2018 Q4	$260K	Hold	5,028	–	–	0.1%	129
2018 Q3	$261K	Hold	5,028	–	–	0.08%	143
2018 Q2	$261K	Hold	5,028	–	–	0.09%	142
2018 Q1	$261K	Sell	5,028 -2,000	-28%	-$104K	0.09%	140
2017 Q4	$367K	Sell	7,028 -620	-8%	-$32.4K	0.12%	125
2017 Q3	$403K	Hold	7,648	–	–	0.13%	120
2017 Q2	$403K	Hold	7,648	–	–	0.14%	120
2017 Q1	$402K	Hold	7,648	–	–	0.14%	123
2016 Q4	$401K	Hold	7,648	–	–	0.14%	120
2016 Q3	$405K	Buy	7,648 +1,554	+26%	+$82.3K	0.15%	118
2016 Q2	$323K	Hold	6,094	–	–	0.12%	133
2016 Q1	$321K	Hold	6,094	–	–	0.12%	132
2015 Q4	$319K	Hold	6,094	–	–	0.13%	128
2015 Q3	$320K	Hold	6,094	–	–	0.12%	136
2015 Q2	$321K	Hold	6,094	–	–	0.12%	145
2015 Q1	$321K	Hold	6,094	–	–	0.11%	147
2014 Q4	$320K	Hold	6,094	–	–	0.12%	141
2014 Q3	$321K	Buy	6,094 +94	+2%	+$4.95K	0.13%	131
2014 Q2	$317K	Hold	6,000	–	–	0.12%	137
2014 Q1	$316K	Buy	6,000 +2,000	+50%	+$105K	0.13%	138
2013 Q4	$211K	Hold	4,000	–	–	0.09%	162
2013 Q3	$211K	Hold	4,000	–	–	0.09%	157
2013 Q2	$210K	Buy	+4,000	New	+$210K	0.1%	150