Pinnacle Financial Partners (Tennessee)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.7M	Sell	89,151 -13,081	-13%	-$1.56M	0.26%	109
2025 Q2	$12.2M	Sell	102,232 -18,488	-15%	-$2.18M	0.26%	105
2025 Q1	$14.3M	Buy	120,720 +49,549	+70%	+$5.77M	0.29%	89
2024 Q4	$8.22M	Buy	71,171 +21,008	+42%	+$2.45M	0.17%	136
2024 Q3	$6M	Sell	50,163 -18,818	-27%	-$2.22M	0.12%	161
2024 Q2	$7.97M	Sell	68,981 -53,742	-44%	-$6.16M	0.17%	139
2024 Q1	$14.2M	Sell	122,723 -10,313	-8%	-$1.2M	0.31%	87
2023 Q4	$15.6M	Sell	133,036 -19,246	-13%	-$2.2M	0.37%	75
2023 Q3	$17.2M	Buy	152,282 +10,840	+8%	+$1.24M	0.45%	61
2023 Q2	$16.3M	Buy	141,442 +46,070	+48%	+$5.4M	0.41%	66
2023 Q1	$11.2M	Buy	95,372 +36,798	+63%	+$4.28M	0.3%	90
2022 Q4	$6.73M	Sell	58,574 -26,312	-31%	-$3.02M	0.19%	118
2022 Q3	$9.7M	Sell	84,886 -1,054	-1%	-$125K	0.35%	81
2022 Q2	$10.3M	Sell	85,940 -39,305	-31%	-$4.7M	0.37%	83
2022 Q1	$15.3M	Buy	125,245 +5,049	+4%	+$634K	0.48%	58
2021 Q4	$15.5M	Sell	120,196 -52,004	-30%	-$6.71M	0.48%	63
2021 Q3	$22.4M	Buy	172,200 +3,899	+2%	+$511K	0.79%	31
2021 Q2	$22M	Sell	168,301 -95,120	-36%	-$12.4M	0.89%	27
2021 Q1	$34.2M	Buy	263,421 +153,670	+140%	+$20.2M	1.55%	10
2020 Q4	$14.6M	Buy	109,751 +3,761	+4%	+$500K	0.72%	38
2020 Q3	$14.2M	Buy	105,990 +3,509	+3%	+$469K	0.77%	37
2020 Q2	$13.7M	Buy	102,481 +98,851	+2,723%	+$13.2M	0.78%	34
2020 Q1	$484K	Buy	3,630 +1,610	+80%	+$207K	0.03%	236
2019 Q4	$254K	Buy	+2,020	New	+$255K	0.02%	324
2019 Q2	–	Sell	-3,882	Closed	-$478K	–	408
2019 Q1	$478K	Buy	+3,882	New	+$473K	0.04%	239

Other funds holding IEI

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Pinnacle Financial Partners (Tennessee) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 13% in Q3 2025, selling an estimated $1.56M and leaving 89,151 shares worth $10.7M. The position accounts for 0.26% of the portfolio, ranked #109.

Pinnacle Financial Partners (Tennessee) first reported a position in IEI in Q1 2019 and has held it in 25 quarters since. The position peaked at $34.2M in Q1 2021. 778 funds tracked by Wall St. Rank hold IEI as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 89,151 shares of iShares 3-7 Year Treasury Bond ETF worth $10.7M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 13,081 iShares 3-7 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.56M.
iShares 3-7 Year Treasury Bond ETF made up 0.26% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #109 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
Pinnacle Financial Partners (Tennessee)'s iShares 3-7 Year Treasury Bond ETF position peaked at $34.2M in Q1 2021.
778 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2025.

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