Pinnacle Financial Partners (Georgia)’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$471K	Sell	4,681 -1,129	-19%	-$114K	﹤0.01%	864
2026 Q1	$585K	Sell	5,810 -81	-1%	-$8.14K	﹤0.01%	772
2025 Q4	$591K	Buy	+5,891	New	+$592K	﹤0.01%	747

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2026, selling an estimated $114K and leaving 4,681 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Pinnacle Financial Partners (Georgia) first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $591K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 4,681 shares of iShares 0-3 Month Treasury Bond ETF worth $471K as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 1,129 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $114K.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #864 holding.
Pinnacle Financial Partners (Georgia) first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s iShares 0-3 Month Treasury Bond ETF position peaked at $591K in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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