Pinnacle Financial Partners (Tennessee)’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-23,564	Closed	-$2.16M	–	571
2023 Q1	$2.16M	Buy	23,564 +26	+0.1%	+$2.38K	0.06%	197
2022 Q4	$2.13M	Sell	23,538 -5,320	-18%	-$480K	0.06%	195
2022 Q3	$2.56M	Buy	28,858 +49	+0.2%	+$4.44K	0.09%	175
2022 Q2	$2.6M	Buy	28,809 +15,754	+121%	+$1.44M	0.09%	167
2022 Q1	$1.22M	Buy	+13,055	New	+$1.22M	0.04%	225

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s LQDH Position: Q2 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2023, closing a stake of 23,564 shares — an estimated $2.16M sold.

Pinnacle Financial Partners (Tennessee) first reported a position in LQDH in Q1 2022 and held it in 5 quarters. The position peaked at $2.6M in Q2 2022. 70 funds tracked by Wall St. Rank hold LQDH as of Q2 2023.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 23,564 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2023, an estimated $2.16M.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Pinnacle Financial Partners (Tennessee)'s iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.6M in Q2 2022.
70 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2023, filed 7 Aug 2023.