SYM Financial Corp
BSV icon

SYM Financial Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SYM Financial Corp’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-585
Closed -$45.6K – 533
2026
Q2 		$45.6K Buy
+585
New +$45.7K ﹤0.01% 438
2025
Q1 		– Sell
-1
Closed -$77 – 359
2024
Q4 		$77 Buy
+1
New +$78 ﹤0.01% 333
2023
Q4 		– Sell
-64
Closed -$4.81K – 180
2023
Q3 		$4.81K Buy
+64
New +$4.82K ﹤0.01% 171

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SYM Financial Corp's BSV Position: Q3 2026 in Review

SYM Financial Corp sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2026, closing a stake of 585 shares — an estimated $45.6K sold.

SYM Financial Corp first reported a position in BSV in Q3 2023 and held it in 3 quarters. The position peaked at $45.6K in Q2 2026. 698 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • SYM Financial Corp reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 585 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $45.6K.
  • SYM Financial Corp first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 3 quarters.
  • SYM Financial Corp's Vanguard Short-Term Bond ETF position peaked at $45.6K in Q2 2026.
  • 698 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.