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Pinnacle Financial Partners (Georgia)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$807K Buy
17,481
+5,634
+48% +$260K 0.01% 711
2026
Q1 		$548K Buy
11,847
+264
+2% +$12.3K ﹤0.01% 783
2025
Q4 		$539K Buy
+11,583
New +$541K ﹤0.01% 766

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 48% in Q2 2026, buying an estimated $260K and bringing the position to 17,481 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #711.

Pinnacle Financial Partners (Georgia) first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 17,481 shares of iShares Core Universal USD Bond ETF worth $807K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 5,634 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $260K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #711 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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