PFPT
ICSH icon

Pinnacle Financial Partners (Tennessee)’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.67M Sell
151,209
-13,503
-8% -$684K 0.18% 140
2025
Q2 		$8.35M Sell
164,712
-1,010
-0.6% -$51.1K 0.18% 140
2025
Q1 		$8.4M Buy
165,722
+2,306
+1% +$117K 0.17% 136
2024
Q4 		$8.24M Sell
163,416
-5,657
-3% -$286K 0.17% 135
2024
Q3 		$8.58M Sell
169,073
-22,474
-12% -$1.14M 0.17% 138
2024
Q2 		$9.68M Sell
191,547
-14,223
-7% -$717K 0.21% 115
2024
Q1 		$10.4M Sell
205,770
-35,493
-15% -$1.79M 0.23% 109
2023
Q4 		$12.2M Sell
241,263
-35,022
-13% -$1.76M 0.29% 92
2023
Q3 		$13.9M Sell
276,285
-13,419
-5% -$674K 0.36% 78
2023
Q2 		$14.6M Sell
289,704
-5,558
-2% -$279K 0.37% 79
2023
Q1 		$14.8M Sell
295,262
-8,324
-3% -$418K 0.4% 70
2022
Q4 		$15.2M Buy
303,586
+17,394
+6% +$869K 0.44% 69
2022
Q3 		$14.3M Sell
286,192
-6,727
-2% -$337K 0.52% 58
2022
Q2 		$14.7M Sell
292,919
-44,453
-13% -$2.23M 0.52% 55
2022
Q1 		$16.9M Sell
337,372
-574
-0.2% -$28.9K 0.54% 47
2021
Q4 		$17M Sell
337,946
-10,394
-3% -$524K 0.53% 56
2021
Q3 		$17.6M Buy
348,340
+22,612
+7% +$1.14M 0.62% 46
2021
Q2 		$16.5M Buy
325,728
+72,551
+29% +$3.66M 0.67% 41
2021
Q1 		$12.8M Buy
253,177
+121,481
+92% +$6.14M 0.58% 49
2020
Q4 		$6.65M Buy
131,696
+48,569
+58% +$2.45M 0.33% 88
2020
Q3 		$4.2M Buy
83,127
+36,911
+80% +$1.87M 0.23% 111
2020
Q2 		$2.34M Buy
46,216
+22,397
+94% +$1.13M 0.13% 141
2020
Q1 		$1.19M Buy
23,819
+5,139
+28% +$258K 0.08% 177
2019
Q4 		$940K Buy
18,680
+2,133
+13% +$107K 0.06% 213
2019
Q3 		$834K Sell
16,547
-20,680
-56% -$1.04M 0.06% 207
2019
Q2 		$1.88M Sell
37,227
-50,090
-57% -$2.52M 0.14% 158
2019
Q1 		$4.39M Sell
87,317
-100,948
-54% -$5.07M 0.35% 86
2018
Q4 		$9.43M Buy
+188,265
New +$9.43M 0.89% 27

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s ICSH Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 8.2% in Q3 2025, selling an estimated $684K and leaving 151,209 shares worth $7.67M. The position accounts for 0.18% of the portfolio, ranked #140.

Pinnacle Financial Partners (Tennessee) first reported a position in ICSH in Q4 2018 and has held it in 28 quarters since. The position peaked at $17.6M in Q3 2021. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 151,209 shares of iShares Ultra Short Duration Bond Active ETF worth $7.67M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 13,503 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $684K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.18% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #140 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2018 and has held it in 28 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares Ultra Short Duration Bond Active ETF position peaked at $17.6M in Q3 2021.
  • 470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.