Security National Trust’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$26K	Hold	238	–	–	0.01%	309
2021 Q2	$26K	Buy	+238	New	+$25.8K	0.01%	317

Other funds holding MBB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Security National Trust held its iShares MBS ETF (MBB) position steady in Q3 2021 at 238 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #309.

Security National Trust first reported a position in MBB in Q2 2021 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold MBB as of Q3 2021.

Security National Trust held 238 shares of iShares MBS ETF worth $26K as of Q3 2021.
Security National Trust left its iShares MBS ETF share count unchanged in Q3 2021.
iShares MBS ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #309 holding.
Security National Trust first reported a position in iShares MBS ETF in Q2 2021 and has held it in 2 quarters since.
681 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2021.

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