PFPG
IEF icon

Pinnacle Financial Partners (Georgia)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.56M Sell
79,974
-3,925
-5% -$371K 0.05% 254
2026
Q1 		$8.01M Buy
83,899
+487
+0.6% +$46.8K 0.06% 233
2025
Q4 		$8.02M Buy
+83,412
New +$8.07M 0.06% 233

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.7% in Q2 2026, selling an estimated $371K and leaving 79,974 shares worth $7.56M. The position accounts for 0.05% of the portfolio, ranked #254.

Pinnacle Financial Partners (Georgia) first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.02M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 79,974 shares of iShares 7-10 Year Treasury Bond ETF worth $7.56M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 3,925 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $371K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #254 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s iShares 7-10 Year Treasury Bond ETF position peaked at $8.02M in Q4 2025.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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