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 Q2	$1.68M	Buy	69,777 +6,098	+10%	+$147K	0.01%	528
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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 9.6% in Q2 2026, buying an estimated $147K and bringing the position to 69,777 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #528.

Pinnacle Financial Partners (Georgia) first reported a position in IBTO in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 69,777 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.68M as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 6,098 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $147K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #528 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 3 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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