SYM Financial Corp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SYM Financial Corp’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-27	Closed	-$2.55K	–	564
2026 Q2	$2.55K	Buy	+27	New	+$2.56K	﹤0.01%	504
2024 Q3	–	Sell	-137	Closed	-$12.8K	–	277
2024 Q2	$12.8K	Buy	+137	New	+$12.7K	﹤0.01%	237
2023 Q1	–	Sell	-9	Closed	-$862	–	110
2022 Q4	$862	Buy	+9	New	+$864	﹤0.01%	118
2021 Q4	–	Sell	-228	Closed	-$26K	–	106
2021 Q3	$26K	Buy	+228	New	+$26.7K	0.02%	92
2020 Q1	–	Sell	-93	Closed	-$10K	–	78
2019 Q4	$10K	Buy	+93	New	+$10.4K	0.01%	84

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

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

SYM Financial Corp sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 27 shares — an estimated $2.55K sold.

SYM Financial Corp first reported a position in IEF in Q4 2019 and held it in 5 quarters. The position peaked at $26K in Q3 2021. 592 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

SYM Financial Corp reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 27 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.55K.
SYM Financial Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
SYM Financial Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $26K in Q3 2021.
592 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

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