SYM Financial Corp’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-77	Closed	-$7.28K	–	574
2026 Q2	$7.28K	Buy	77 +49	+175%	+$4.63K	﹤0.01%	489
2026 Q1	$2.66K	Buy	+28	New	+$2.68K	﹤0.01%	408
2025 Q3	–	Sell	-9	Closed	-$845	–	444
2025 Q2	$845	Buy	+9	New	+$834	﹤0.01%	416
2022 Q3	–	Sell	-233	Closed	-$23K	–	113
2022 Q2	$23K	Buy	+233	New	+$22.9K	0.01%	91
2021 Q4	–	Sell	-784	Closed	-$85K	–	113
2021 Q3	$85K	Buy	+784	New	+$85K	0.05%	70
2020 Q4	–	Sell	-125	Closed	-$14K	–	85
2020 Q3	$14K	Buy	+125	New	+$13.8K	0.01%	63
2020 Q1	–	Sell	-1,459	Closed	-$158K	–	85
2019 Q4	$158K	Buy	+1,459	New	+$158K	0.1%	47

Other funds holding MBB

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

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

SYM Financial Corp sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 77 shares — an estimated $7.28K sold.

SYM Financial Corp first reported a position in MBB in Q4 2019 and held it in 7 quarters. The position peaked at $158K in Q4 2019. 479 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

SYM Financial Corp reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 77 iShares MBS ETF shares in Q3 2026, an estimated $7.28K.
SYM Financial Corp first reported a position in iShares MBS ETF in Q4 2019 and held it in 7 quarters.
SYM Financial Corp's iShares MBS ETF position peaked at $158K in Q4 2019.
479 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

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