Pinnacle Financial Partners (Tennessee)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.37M Sell
12,393
-13,080
-51% -$1.44M 0.03% 239
2025
Q2
$2.81M Buy
25,473
+4,566
+22% +$503K 0.06% 199
2025
Q1
$2.3M Sell
20,907
-6,526
-24% -$720K 0.05% 216
2024
Q4
$3.03M Hold
27,433
0.06% 197
2024
Q3
$3.03M Sell
27,433
-1,525
-5% -$168K 0.06% 194
2024
Q2
$3.2M Hold
28,958
0.07% 191
2024
Q1
$3.2M Buy
28,958
+4,783
+20% +$528K 0.07% 190
2023
Q4
$2.66M Buy
24,175
+4,100
+20% +$452K 0.06% 187
2023
Q3
$2.22M Buy
20,075
+5,802
+41% +$640K 0.06% 191
2023
Q2
$1.58M Sell
14,273
-1,617
-10% -$178K 0.04% 214
2023
Q1
$1.76M Buy
15,890
+159
+1% +$17.5K 0.05% 209
2022
Q4
$1.73M Buy
15,731
+6,981
+80% +$767K 0.05% 210
2022
Q3
$963K Buy
8,750
+2,603
+42% +$286K 0.03% 239
2022
Q2
$677K Hold
6,147
0.02% 253
2022
Q1
$678K Sell
6,147
-35
-0.6% -$3.86K 0.02% 258
2021
Q4
$683K Sell
6,182
-1,444
-19% -$159K 0.02% 264
2021
Q3
$842K Sell
7,626
-3,535
-32% -$391K 0.03% 241
2021
Q2
$1.23M Sell
11,161
-1,478
-12% -$163K 0.05% 199
2021
Q1
$1.4M Sell
12,639
-36,409
-74% -$4.02M 0.06% 186
2020
Q4
$5.43M Sell
49,048
-1,778
-3% -$197K 0.27% 106
2020
Q3
$5.63M Sell
50,826
-4,856
-9% -$538K 0.31% 97
2020
Q2
$6.17M Buy
55,682
+23,436
+73% +$2.6M 0.35% 87
2020
Q1
$3.58M Sell
32,246
-1,662
-5% -$184K 0.25% 108
2019
Q4
$3.75M Buy
33,908
+3,463
+11% +$383K 0.23% 117
2019
Q3
$3.37M Buy
+30,445
New +$3.37M 0.24% 119

Other funds holding SHV