SNT
SHV icon

Security National Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Security National Trust’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed – – 417
2020
Q4 		$0 Hold
4
– – ﹤0.01% 423
2020
Q3 		$0 Hold
4
– – ﹤0.01% 425
2020
Q2 		$0 Buy
+4
New +$443 ﹤0.01% 467

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Security National Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2021, closing a stake of 4 shares.

Security National Trust first reported a position in SHV in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 458 funds tracked by Wall St. Rank hold SHV as of Q1 2021.

  • Security National Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Security National Trust sold 4 iShares 0-1 Year Treasury Bond ETF shares in Q1 2021.
  • Security National Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2020 and held it in 3 quarters.
  • Security National Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $0 in Q4 2020.
  • 458 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2021.

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