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Pinnacle Financial Partners (Tennessee)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,925
Closed -$380K – 440
2020
Q1 		$380K Sell
6,925
-3,836
-36% -$222K 0.03% 256
2019
Q4 		$624K Buy
+10,761
New +$623K 0.04% 246
2019
Q3 		– Sell
-37,406
Closed -$2.13M – 351
2019
Q2 		$2.13M Buy
37,406
+9,071
+32% +$503K 0.16% 147
2019
Q1 		$1.56M Buy
28,335
+13,462
+91% +$724K 0.13% 156
2018
Q4 		$779K Buy
14,873
+888
+6% +$46.5K 0.07% 189
2018
Q3 		$743K Sell
13,985
-247
-2% -$13.1K 0.06% 205
2018
Q2 		$756K Buy
14,232
+3,218
+29% +$171K 0.07% 195
2018
Q1 		$591K Buy
11,014
+2,698
+32% +$145K 0.06% 205
2017
Q4 		$454K Buy
8,316
+2,636
+46% +$144K 0.05% 216
2017
Q3 		$313K Hold
5,680
– – 0.04% 226
2017
Q2 		$312K Buy
5,680
+340
+6% +$18.6K 0.04% 235
2017
Q1 		$291K Buy
5,340
+80
+2% +$4.34K 0.06% 207
2016
Q4 		$285K Buy
+5,260
New +$288K 0.06% 199

Other funds holding IGIB

Financial Engines Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IGIB Position: Q2 2020 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2020, closing a stake of 6,925 shares — an estimated $380K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IGIB in Q4 2016 and held it in 13 quarters. The position peaked at $2.13M in Q2 2019. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Pinnacle Financial Partners (Tennessee) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 6,925 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $380K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 13 quarters.
  • Pinnacle Financial Partners (Tennessee)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.13M in Q2 2019.
  • 487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2020, filed 28 Jul 2020.