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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

SYM Financial Corp opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 27 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in IEF as recently as Q2 2024.

SYM Financial Corp first reported a position in IEF in Q4 2019 and has held it in 5 quarters since. The position peaked at $26K in Q3 2021. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SYM Financial Corp held 27 shares of iShares 7-10 Year Treasury Bond ETF worth $2.55K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new SYM Financial Corp position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #504 holding.
SYM Financial Corp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 5 quarters since.
SYM Financial Corp's iShares 7-10 Year Treasury Bond ETF position peaked at $26K in Q3 2021.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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