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Pinnacle Financial Partners (Georgia)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$410K Hold
8,628
– – ﹤0.01% 909
2026
Q1 		$411K Buy
8,628
+1
+0% +$48 ﹤0.01% 861
2025
Q4 		$415K Buy
+8,627
New +$418K ﹤0.01% 843

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MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWMG
Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q2 2026 at 8,628 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Pinnacle Financial Partners (Georgia) first reported a position in QLTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 8,628 shares of iShares AAA-A Rated Corporate Bond ETF worth $410K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #909 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s iShares AAA-A Rated Corporate Bond ETF position peaked at $415K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

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