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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

SYM Financial Corp's GOVT Position: Q1 2026 in Review

SYM Financial Corp increased its iShares US Treasury Bond ETF (GOVT) stake by 4.8% in Q1 2026, buying an estimated $3.91M and bringing the position to 3,723,338 shares worth $85.3M. The position accounts for 8.52% of the portfolio, ranked #5.

SYM Financial Corp first reported a position in GOVT in Q3 2023 and has held it in 11 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • SYM Financial Corp held 3,723,338 shares of iShares US Treasury Bond ETF worth $85.3M as of Q1 2026.
  • SYM Financial Corp bought 169,547 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $3.91M.
  • iShares US Treasury Bond ETF made up 8.52% of SYM Financial Corp's portfolio in Q1 2026, its #5 holding.
  • SYM Financial Corp first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.