Pinnacle Financial Partners (Tennessee)’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$376K	Hold	7,753	–	–	0.01%	372
2025 Q2	$371K	Sell	7,753 -406	-5%	-$19.1K	0.01%	363
2025 Q1	$388K	Hold	8,159	–	–	0.01%	356
2024 Q4	$382K	Hold	8,159	–	–	0.01%	351
2024 Q3	$401K	Hold	8,159	–	–	0.01%	347
2024 Q2	$382K	Hold	8,159	–	–	0.01%	347
2024 Q1	$387K	Buy	8,159 +549	+7%	+$26K	0.01%	345
2023 Q4	$366K	Buy	7,610 +1,502	+25%	+$68.8K	0.01%	336
2023 Q3	$275K	Buy	+6,108	New	+$283K	0.01%	347

Other funds holding QLTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q3 2025 at 7,753 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #372.

Pinnacle Financial Partners (Tennessee) first reported a position in QLTA in Q3 2023 and has held it in 9 quarters since. The position peaked at $401K in Q3 2024. 185 funds tracked by Wall St. Rank hold QLTA as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 7,753 shares of iShares AAA-A Rated Corporate Bond ETF worth $376K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q3 2025.
iShares AAA-A Rated Corporate Bond ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #372 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q3 2023 and has held it in 9 quarters since.
Pinnacle Financial Partners (Tennessee)'s iShares AAA-A Rated Corporate Bond ETF position peaked at $401K in Q3 2024.
185 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q3 2025.

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