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Ishares Tr edge us fixd inm shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $859k 9.6k 89.76
2025-03-31 $32k 359 87.69
2024-12-31 $31k 360 86.78

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
State Street MF Closed and MF Open (SPTI)
Invesco S&p MF Closed and MF Open (SPHQ)
First Trust MF Closed and MF Open (UCON)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)
Ishares Gold Common Stock (IAU)

View all positions for Synergy Investment Management

Top funds holding Ishares Tr edge us fixd inm

Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Envestnet Portfolio Solutions
CWM
Resources Investment Advisors
Bank of New York Mellon
Mml Investors Services
Park Avenue Securities
BlackRock
Goldman Sachs Group
Goss Wealth Management
Janney Montgomery Scott
Foundations Investment Advisors
Merit Financial Group

View all funds holding Ishares Tr edge us fixd inm