SYM Financial Corp’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-75	Closed	-$6.48K	–	594
2026 Q2	$6.48K	Buy	+75	New	+$6.44K	﹤0.01%	491
2025 Q2	–	Sell	-800	Closed	-$72.8K	–	444
2025 Q1	$72.8K	Buy	800 +645	+416%	+$57.4K	0.01%	298
2024 Q4	$13.5K	Buy	+155	New	+$14.3K	﹤0.01%	310
2023 Q4	–	Sell	-2,152	Closed	-$191K	–	200
2023 Q3	$191K	Hold	2,152	–	–	0.03%	91
2023 Q2	$222K	Hold	2,152	–	–	0.04%	59
2023 Q1	$229K	Hold	2,152	–	–	0.05%	53
2022 Q4	$214K	Sell	2,152 -81	-4%	-$8.16K	0.05%	62
2022 Q3	$229K	Hold	2,233	–	–	0.11%	53
2022 Q2	$257K	Buy	2,233 +310	+16%	+$36.5K	0.12%	49
2022 Q1	$254K	Buy	1,923 +724	+60%	+$100K	0.11%	50
2021 Q4	$178K	Hold	1,199	–	–	0.07%	57
2021 Q3	$173K	Hold	1,199	–	–	0.1%	55
2021 Q2	$173K	Buy	+1,199	New	+$167K	0.1%	50
2020 Q4	–	Sell	-11	Closed	-$2K	–	87
2020 Q3	$2K	Buy	+11	New	+$1.82K	﹤0.01%	75
2020 Q1	–	Sell	-70	Closed	-$9K	–	90
2019 Q4	$9K	Buy	+70	New	+$9.7K	0.01%	85

Other funds holding TLT

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

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

SYM Financial Corp sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 75 shares — an estimated $6.48K sold.

SYM Financial Corp first reported a position in TLT in Q4 2019 and held it in 15 quarters. The position peaked at $257K in Q2 2022. 534 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

SYM Financial Corp reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 75 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $6.48K.
SYM Financial Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and held it in 15 quarters.
SYM Financial Corp's iShares 20+ Year Treasury Bond ETF position peaked at $257K in Q2 2022.
534 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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