Synovus Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Synovus Financial’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$460K	Sell	4,570 -125	-3%	-$12.6K	0.01%	701
2025 Q2	$473K	Buy	4,695 +174	+4%	+$17.5K	0.01%	679
2025 Q1	$455K	Buy	4,521 +1,778	+65%	+$179K	0.01%	682
2024 Q4	$275K	Buy	2,743 +151	+6%	+$15.2K	﹤0.01%	773
2024 Q3	$261K	Sell	2,592 -56	-2%	-$5.63K	﹤0.01%	818
2024 Q2	$267K	Hold	2,648	–	–	﹤0.01%	758
2024 Q1	$267K	Buy	2,648 +56	+2%	+$5.63K	﹤0.01%	762
2023 Q4	$260K	Sell	2,592 -150	-5%	-$15.1K	﹤0.01%	748
2023 Q3	$276K	Hold	2,742	–	–	﹤0.01%	744
2023 Q2	$276K	Buy	+2,742	New	+$275K	﹤0.01%	740

Other funds holding SGOV

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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Synovus Financial's SGOV Position: Q3 2025 in Review

Synovus Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.7% in Q3 2025, selling an estimated $12.6K and leaving 4,570 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #701.

Synovus Financial first reported a position in SGOV in Q2 2023 and has held it in 10 quarters since. The position peaked at $473K in Q2 2025. 993 funds tracked by Wall St. Rank hold SGOV as of Q3 2025.

Synovus Financial held 4,570 shares of iShares 0-3 Month Treasury Bond ETF worth $460K as of Q3 2025.
Synovus Financial sold 125 iShares 0-3 Month Treasury Bond ETF shares in Q3 2025, an estimated $12.6K.
iShares 0-3 Month Treasury Bond ETF made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #701 holding.
Synovus Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Synovus Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $473K in Q2 2025.
993 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2025.

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