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Synovus Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Synovus Financial’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.6M Sell
65,061
-6,163
-9% -$151K 0.02% 406
2025
Q2 		$1.75M Sell
71,224
-5,421
-7% -$131K 0.02% 375
2025
Q1 		$1.87M Buy
76,645
+9,659
+14% +$231K 0.02% 361
2024
Q4 		$1.58M Buy
+66,986
New +$1.62M 0.02% 387

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synovus Financial's IBTO Position: Q3 2025 in Review

Synovus Financial reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 8.7% in Q3 2025, selling an estimated $151K and leaving 65,061 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #406.

Synovus Financial first reported a position in IBTO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.87M in Q1 2025. 75 funds tracked by Wall St. Rank hold IBTO as of Q3 2025.

  • Synovus Financial held 65,061 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.6M as of Q3 2025.
  • Synovus Financial sold 6,163 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2025, an estimated $151K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Synovus Financial's portfolio in Q3 2025, its #406 holding.
  • Synovus Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • Synovus Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.87M in Q1 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2025.

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