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 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%	+$99.9K	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	+$9.74K	0.01%	85

Other funds holding TLT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

SYM Financial Corp opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 75 shares worth $6.48K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in TLT as recently as Q1 2025.

SYM Financial Corp first reported a position in TLT in Q4 2019 and has held it in 15 quarters since. The position peaked at $257K in Q2 2022. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

SYM Financial Corp held 75 shares of iShares 20+ Year Treasury Bond ETF worth $6.48K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new SYM Financial Corp position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #491 holding.
SYM Financial Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 15 quarters since.
SYM Financial Corp's iShares 20+ Year Treasury Bond ETF position peaked at $257K in Q2 2022.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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