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Pinnacle Financial Partners (Tennessee)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.99M Sell
17,897
-30,621
-63% -$3.37M 0.05% 217
2025
Q2 		$5.32M Sell
48,518
-7,767
-14% -$833K 0.11% 173
2025
Q1 		$6.05M Sell
56,285
-1,459
-3% -$157K 0.12% 161
2024
Q4 		$6.41M Sell
57,744
-2,352
-4% -$257K 0.13% 156
2024
Q3 		$6.79M Sell
60,096
-9,958
-14% -$1.1M 0.14% 151
2024
Q2 		$7.59M Sell
70,054
-356
-0.5% -$38K 0.16% 141
2024
Q1 		$7.67M Buy
70,410
+1,530
+2% +$166K 0.17% 140
2023
Q4 		$7.62M Sell
68,880
-5,120
-7% -$533K 0.18% 129
2023
Q3 		$7.55M Sell
74,000
-2,550
-3% -$269K 0.2% 118
2023
Q2 		$8.28M Buy
76,550
+23,122
+43% +$2.5M 0.21% 116
2023
Q1 		$5.86M Buy
53,428
+4,915
+10% +$532K 0.16% 136
2022
Q4 		$5.11M Buy
48,513
+1,500
+3% +$157K 0.15% 137
2022
Q3 		$4.82M Sell
47,013
-806
-2% -$88.8K 0.17% 134
2022
Q2 		$5.26M Sell
47,819
-6,954
-13% -$785K 0.19% 133
2022
Q1 		$6.62M Sell
54,773
-2,689
-5% -$335K 0.21% 128
2021
Q4 		$7.62M Buy
57,462
+2,172
+4% +$289K 0.24% 117
2021
Q3 		$7.36M Buy
55,290
+1,256
+2% +$170K 0.26% 109
2021
Q2 		$7.26M Buy
54,034
+7,578
+16% +$999K 0.29% 101
2021
Q1 		$6.27M Buy
46,456
+943
+2% +$125K 0.28% 100
2020
Q4 		$6.19M Hold
45,513
– – 0.31% 95
2020
Q3 		$6.13M Sell
45,513
-5,205
-10% -$710K 0.33% 89
2020
Q2 		$6.82M Buy
50,718
+12,431
+32% +$1.62M 0.39% 77
2020
Q1 		$4.73M Sell
38,287
-1,245
-3% -$159K 0.33% 91
2019
Q4 		$5.06M Buy
39,532
+3,968
+11% +$505K 0.31% 94
2019
Q3 		$4.53M Buy
35,564
+768
+2% +$96.7K 0.33% 95
2019
Q2 		$4.33M Buy
34,796
+4,863
+16% +$584K 0.32% 93
2019
Q1 		$3.56M Sell
29,933
-4,540
-13% -$526K 0.29% 103
2018
Q4 		$3.89M Buy
34,473
+21,544
+167% +$2.42M 0.37% 87
2018
Q3 		$1.49M Buy
12,929
+1,608
+14% +$185K 0.12% 161
2018
Q2 		$1.3M Buy
11,321
+2,305
+26% +$265K 0.12% 158
2018
Q1 		$1.06M Buy
9,016
+1,289
+17% +$152K 0.11% 170
2017
Q4 		$939K Buy
+7,727
New +$935K 0.1% 175

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 63% in Q3 2025, selling an estimated $3.37M and leaving 17,897 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #217.

Pinnacle Financial Partners (Tennessee) first reported a position in LQD in Q4 2017 and has held it in 32 quarters since. The position peaked at $8.28M in Q2 2023. 1,045 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 17,897 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.99M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 30,621 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $3.37M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #217 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.28M in Q2 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

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