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SYM Financial Corp’s iShares US Treasury Bond ETF GOVT Stock Holding History

SYM Financial Corp’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.6M Buy
3,845,020
+121,682
+3% +$2.77M 7.04% 6
2026
Q1 		$85.3M Buy
3,723,338
+169,547
+5% +$3.91M 8.52% 5
2025
Q4 		$81.8M Buy
3,553,791
+64,653
+2% +$1.5M 8.41% 5
2025
Q3 		$80.7M Buy
3,489,138
+203,460
+6% +$4.67M 8.63% 5
2025
Q2 		$75.5M Buy
3,285,678
+24,428
+0.7% +$556K 8.45% 5
2025
Q1 		$75M Buy
3,261,250
+181,676
+6% +$4.12M 9.24% 4
2024
Q4 		$70.8M Buy
3,079,574
+227,201
+8% +$5.18M 9.15% 4
2024
Q3 		$66.9M Buy
2,852,373
+65,517
+2% +$1.52M 8.95% 5
2024
Q2 		$62.9M Buy
2,786,856
+135,909
+5% +$3.05M 10.03% 4
2024
Q1 		$60.4M Buy
2,650,947
+242,008
+10% +$5.5M 9.96% 4
2023
Q4 		$55.5M Buy
2,408,939
+405,054
+20% +$9.02M 8.99% 4
2023
Q3 		$44.2M Buy
+2,003,885
New +$45.1M 7.84% 4

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

SYM Financial Corp's GOVT Position: Q2 2026 in Review

SYM Financial Corp increased its iShares US Treasury Bond ETF (GOVT) stake by 3.3% in Q2 2026, buying an estimated $2.77M and bringing the position to 3,845,020 shares worth $87.6M. The position accounts for 7.04% of the portfolio, ranked #6.

SYM Financial Corp first reported a position in GOVT in Q3 2023 and has held it in 12 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • SYM Financial Corp held 3,845,020 shares of iShares US Treasury Bond ETF worth $87.6M as of Q2 2026.
  • SYM Financial Corp bought 121,682 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.77M.
  • iShares US Treasury Bond ETF made up 7.04% of SYM Financial Corp's portfolio in Q2 2026, its #6 holding.
  • SYM Financial Corp first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.