Pinnacle Financial Partners (Georgia)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Pinnacle Financial Partners (Georgia)’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
2026 Q2	$2.53M	Buy	112,937 +5,638	+5%	+$126K	0.02%	439
2026 Q1	$2.41M	Buy	107,299 +356	+0.3%	+$8K	0.02%	423
2025 Q4	$2.4M	Buy	+106,943	New	+$2.4M	0.02%	421

Other funds holding IBTH

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

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

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

Pinnacle Financial Partners (Georgia)'s IBTH Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 5.3% in Q2 2026, buying an estimated $126K and bringing the position to 112,937 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #439.

Pinnacle Financial Partners (Georgia) first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 112,937 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.53M as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 5,638 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $126K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #439 holding.
Pinnacle Financial Partners (Georgia) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.