Synovus Financial’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Synovus Financial’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.41M	Sell	106,992 -9,833	-8%	-$221K	0.03%	325
2025 Q2	$2.63M	Sell	116,825 -8,972	-7%	-$201K	0.03%	302
2025 Q1	$2.82M	Buy	125,797 +12,582	+11%	+$280K	0.04%	285
2024 Q4	$2.51M	Sell	113,215 -44,452	-28%	-$991K	0.03%	311
2024 Q3	$3.57M	Buy	157,667 +43,138	+38%	+$967K	0.04%	269
2024 Q2	$2.53M	Buy	114,529 +40,244	+54%	+$884K	0.03%	303
2024 Q1	$1.65M	Buy	74,285 +1,139	+2%	+$25.3K	0.02%	366
2023 Q4	$1.64M	Buy	+73,146	New	+$1.61M	0.02%	347

Other funds holding IBTH

HPC

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

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

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Synovus Financial's IBTH Position: Q3 2025 in Review

Synovus Financial reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 8.4% in Q3 2025, selling an estimated $221K and leaving 106,992 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #325.

Synovus Financial first reported a position in IBTH in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.57M in Q3 2024. 275 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

Synovus Financial held 106,992 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.41M as of Q3 2025.
Synovus Financial sold 9,833 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2025, an estimated $221K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Synovus Financial's portfolio in Q3 2025, its #325 holding.
Synovus Financial first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Synovus Financial's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.57M in Q3 2024.
275 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.