SYM Financial Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.43K	Buy	+22	New	+$2.42K	﹤0.01%	505
2025 Q4	–	Sell	-110	Closed	-$12.2K	–	449
2025 Q3	$12.2K	Sell	110 -1,170	-91%	-$129K	﹤0.01%	392
2025 Q2	$141K	Sell	1,280 -2,448	-66%	-$270K	0.02%	323
2025 Q1	$412K	Buy	3,728 +109	+3%	+$12K	0.05%	128
2024 Q4	$398K	Buy	+3,619	New	+$399K	0.05%	121
2023 Q4	–	Sell	-3	Closed	-$331	–	197
2023 Q3	$331	Buy	+3	New	+$331	﹤0.01%	184

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SYM Financial Corp opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 22 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in SHV as recently as Q3 2025.

SYM Financial Corp first reported a position in SHV in Q3 2023 and has held it in 6 quarters since. The position peaked at $412K in Q1 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

SYM Financial Corp held 22 shares of iShares 0-1 Year Treasury Bond ETF worth $2.43K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new SYM Financial Corp position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #505 holding.
SYM Financial Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 6 quarters since.
SYM Financial Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $412K in Q1 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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