Pinnacle Financial Partners (Tennessee)’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$290K	Sell	2,726 -12,113	-82%	-$1.27M	0.01%	405
2025 Q2	$1.55M	Sell	14,839 -1,687	-10%	-$175K	0.03%	245
2025 Q1	$1.76M	Sell	16,526 -392	-2%	-$41.7K	0.04%	238
2024 Q4	$1.84M	Hold	16,918	–	–	0.04%	235
2024 Q3	$1.84M	Sell	16,918 -46	-0.3%	-$4.96K	0.04%	235
2024 Q2	$1.83M	Hold	16,964	–	–	0.04%	234
2024 Q1	$1.83M	Buy	16,964 +4,412	+35%	+$476K	0.04%	229
2023 Q4	$1.36M	Hold	12,552	–	–	0.03%	237
2023 Q3	$1.29M	Hold	12,552	–	–	0.03%	231
2023 Q2	$1.34M	Hold	12,552	–	–	0.03%	225
2023 Q1	$1.35M	Hold	12,552	–	–	0.04%	226
2022 Q4	$1.32M	Buy	+12,552	New	+$1.31M	0.04%	222
2022 Q3	–	Sell	-2,156	Closed	-$229K	–	550
2022 Q2	$229K	Buy	2,156 +167	+8%	+$17.8K	0.01%	340
2022 Q1	$218K	Buy	+1,989	New	+$224K	0.01%	348
2021 Q4	–	Sell	-7,010	Closed	-$814K	–	478
2021 Q3	$814K	Buy	+7,010	New	+$822K	0.03%	244
2021 Q2	–	Sell	-2,307	Closed	-$268K	–	477
2021 Q1	$268K	Hold	2,307	–	–	0.01%	314
2020 Q4	$270K	Hold	2,307	–	–	0.01%	313
2020 Q3	$267K	Sell	2,307 -1,508	-40%	-$175K	0.01%	299
2020 Q2	$440K	Buy	+3,815	New	+$433K	0.03%	245