SFC
IBDQ

SYM Financial Corp’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

SYM Financial Corp’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-291
Closed -$8K – 105
2021
Q3 		$8K Buy
+291
New +$7.85K ﹤0.01% 101

Other funds holding IBDQ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYM Financial Corp's IBDQ Position: Q4 2021 in Review

SYM Financial Corp sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2021, closing a stake of 291 shares — an estimated $8K sold.

SYM Financial Corp first reported a position in IBDQ in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 174 funds tracked by Wall St. Rank hold IBDQ as of Q4 2021.

  • SYM Financial Corp reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • SYM Financial Corp sold 291 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2021, an estimated $8K.
  • SYM Financial Corp first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2021 and held it in 1 quarter.
  • SYM Financial Corp's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8K in Q3 2021.
  • 174 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2021.

Based on SYM Financial Corp's 13F filing for Q4 2021, filed 3 Feb 2022.