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Pinnacle Financial Partners (Georgia)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Sell
9,315
-194
-2% -$9.81K ﹤0.01% 861
2026
Q1 		$481K Buy
9,509
+36
+0.4% +$1.82K ﹤0.01% 817
2025
Q4 		$478K Buy
+9,473
New +$478K ﹤0.01% 800

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 2% in Q2 2026, selling an estimated $9.81K and leaving 9,315 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Pinnacle Financial Partners (Georgia) first reported a position in TFLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $481K in Q1 2026. 421 funds tracked by Wall St. Rank hold TFLO as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 9,315 shares of iShares Treasury Floating Rate Bond ETF worth $472K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 194 iShares Treasury Floating Rate Bond ETF shares in Q2 2026, an estimated $9.81K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #861 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares Treasury Floating Rate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s iShares Treasury Floating Rate Bond ETF position peaked at $481K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q2 2026.

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