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Pinnacle Financial Partners (Tennessee)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.7M Sell
59,102
-15,186
-20% -$1.45M 0.14% 161
2025
Q2 		$7.11M Sell
74,288
-55,669
-43% -$5.26M 0.15% 150
2025
Q1 		$12.4M Sell
129,957
-24,539
-16% -$2.3M 0.25% 104
2024
Q4 		$14.3M Sell
154,496
-9,597
-6% -$907K 0.29% 91
2024
Q3 		$16.1M Sell
164,093
-8,282
-5% -$801K 0.32% 81
2024
Q2 		$16.1M Sell
172,375
-45,434
-21% -$4.22M 0.35% 75
2024
Q1 		$20.6M Buy
217,809
+211,502
+3,353% +$20M 0.45% 60
2023
Q4 		$608K Sell
6,307
-5,184
-45% -$479K 0.01% 299
2023
Q3 		$1.05M Buy
11,491
+6,088
+113% +$574K 0.03% 247
2023
Q2 		$522K Hold
5,403
– – 0.01% 294
2023
Q1 		$536K Buy
+5,403
New +$528K 0.01% 291
2022
Q2 		– Sell
-19,576
Closed -$2.1M – 446
2022
Q1 		$2.1M Buy
19,576
+3,554
+22% +$394K 0.07% 188
2021
Q4 		$1.84M Sell
16,022
-10
-0.1% -$1.15K 0.06% 195
2021
Q3 		$1.85M Sell
16,032
-250
-2% -$29.2K 0.07% 190
2021
Q2 		$1.88M Sell
16,282
-32,470
-67% -$3.72M 0.08% 168
2021
Q1 		$5.51M Sell
48,752
-32,493
-40% -$3.79M 0.25% 110
2020
Q4 		$9.74M Sell
81,245
-7,675
-9% -$923K 0.48% 64
2020
Q3 		$10.8M Sell
88,920
-4,070
-4% -$496K 0.59% 49
2020
Q2 		$11.3M Buy
92,990
+58,284
+168% +$7.08M 0.65% 43
2020
Q1 		$4.22M Buy
34,706
+13,100
+61% +$1.51M 0.29% 96
2019
Q4 		$2.38M Sell
21,606
-690
-3% -$76.9K 0.15% 148
2019
Q3 		$2.51M Sell
22,296
-3,477
-13% -$388K 0.18% 142
2019
Q2 		$2.84M Sell
25,773
-7,530
-23% -$807K 0.21% 126
2019
Q1 		$3.55M Sell
33,303
-4,029
-11% -$421K 0.29% 104
2018
Q4 		$3.89M Buy
+37,332
New +$3.78M 0.37% 86

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 20% in Q3 2025, selling an estimated $1.45M and leaving 59,102 shares worth $5.7M. The position accounts for 0.14% of the portfolio, ranked #161.

Pinnacle Financial Partners (Tennessee) first reported a position in IEF in Q4 2018 and has held it in 25 quarters since. The position peaked at $20.6M in Q1 2024. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 59,102 shares of iShares 7-10 Year Treasury Bond ETF worth $5.7M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 15,186 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.45M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.14% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #161 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares 7-10 Year Treasury Bond ETF position peaked at $20.6M in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

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