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Pinnacle Financial Partners (Georgia)’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Pinnacle Financial Partners (Georgia)’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
2026
Q1 		$1.55M Buy
63,679
+70
+0.1% +$1.72K 0.01% 501
2025
Q4 		$1.56M Buy
+63,609
New +$1.57M 0.01% 509

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s IBTO Position: Q1 2026 in Review

Pinnacle Financial Partners (Georgia) increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.11% in Q1 2026, buying an estimated $1.72K and bringing the position to 63,679 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #501.

Pinnacle Financial Partners (Georgia) first reported a position in IBTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.56M in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Pinnacle Financial Partners (Georgia) held 63,679 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.55M as of Q1 2026.
  • Pinnacle Financial Partners (Georgia) bought 70 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $1.72K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q1 2026, its #501 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Financial Partners (Georgia)'s iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.56M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.