Security National Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$36K	Hold	422	–	–	0.01%	286
2021 Q2	$36K	Hold	422	–	–	0.01%	294
2021 Q1	$36K	Hold	422	–	–	0.01%	287
2020 Q4	$36K	Hold	422	–	–	0.01%	280
2020 Q3	$37K	Hold	422	–	–	0.01%	271
2020 Q2	$37K	Hold	422	–	–	0.01%	273
2020 Q1	$37K	Hold	422	–	–	0.01%	264
2019 Q4	$36K	Buy	+422	New	+$35.8K	0.01%	273

Other funds holding SHY

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

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

Security National Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2021 at 422 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #286.

Security National Trust first reported a position in SHY in Q4 2019 and has held it in 8 quarters since. The position peaked at $37K in Q3 2020. 835 funds tracked by Wall St. Rank hold SHY as of Q3 2021.

Security National Trust held 422 shares of iShares 1-3 Year Treasury Bond ETF worth $36K as of Q3 2021.
Security National Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2021.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #286 holding.
Security National Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 8 quarters since.
Security National Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $37K in Q3 2020.
835 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2021.

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