Security National Trust’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-635	Closed	-$78K	–	444
2016 Q3	$78K	Buy	+635	New	+$78.2K	0.03%	240
2013 Q3	–	Sell	-24	Closed	-$3K	–	550
2013 Q2	$3K	Buy	+24	New	+$2.85K	﹤0.01%	459

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

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

Security National Trust sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2016, closing a stake of 635 shares — an estimated $78K sold.

Security National Trust first reported a position in LQD in Q2 2013 and held it in 2 quarters. The position peaked at $78K in Q3 2016. 650 funds tracked by Wall St. Rank hold LQD as of Q4 2016.

Security National Trust reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Security National Trust sold 635 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2016, an estimated $78K.
Security National Trust first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
Security National Trust's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $78K in Q3 2016.
650 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2016.

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