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Pinnacle Financial Partners (Georgia)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.44M Sell
80,388
-19,868
-20% -$2.34M 0.06% 223
2026
Q1 		$11.9M Sell
100,256
-4,851
-5% -$579K 0.09% 178
2025
Q4 		$12.5M Buy
+105,107
New +$12.6M 0.09% 170

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Financial Engines Advisors
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 20% in Q2 2026, selling an estimated $2.34M and leaving 80,388 shares worth $9.44M. The position accounts for 0.06% of the portfolio, ranked #223.

Pinnacle Financial Partners (Georgia) first reported a position in IEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 80,388 shares of iShares 3-7 Year Treasury Bond ETF worth $9.44M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 19,868 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.34M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #223 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s iShares 3-7 Year Treasury Bond ETF position peaked at $12.5M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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