Synovus Financial’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Synovus Financial’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,331	Closed	-$264K	–	913
2024 Q4	$264K	Sell	11,331 -101,905	-90%	-$2.38M	﹤0.01%	780
2024 Q3	$2.65M	Buy	113,236 +24,836	+28%	+$579K	0.03%	330
2024 Q2	$2.05M	Sell	88,400 -5,826	-6%	-$135K	0.03%	336
2024 Q1	$2.19M	Sell	94,226 -2,539	-3%	-$59K	0.03%	326
2023 Q4	$2.25M	Sell	96,765 -2,821,105	-97%	-$65.2M	0.03%	303
2023 Q3	$67.3M	Sell	2,917,870 -31,990	-1%	-$738K	0.77%	23
2023 Q2	$68.2M	Sell	2,949,860 -76,754	-3%	-$1.79M	0.75%	24
2023 Q1	$71.2M	Sell	3,026,614 -301,556	-9%	-$7.05M	0.8%	23
2022 Q4	$77.5M	Buy	3,328,170 +10,120	+0.3%	+$236K	0.88%	19
2022 Q3	$77.2M	Buy	+3,318,050	New	+$78.9M	0.95%	18

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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

Synovus Financial's IBTF Position: Q1 2025 in Review

Synovus Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 11,331 shares — an estimated $264K sold.

Synovus Financial first reported a position in IBTF in Q3 2022 and held it in 10 quarters. The position peaked at $77.5M in Q4 2022. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Synovus Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Synovus Financial sold 11,331 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $264K.
Synovus Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 10 quarters.
Synovus Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $77.5M in Q4 2022.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.