PFPT
SHV icon

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

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 51% in Q3 2025, selling an estimated $1.44M and leaving 12,393 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #239.

Pinnacle Financial Partners (Tennessee) first reported a position in SHV in Q3 2019 and has held it in 25 quarters since. The position peaked at $6.17M in Q2 2020. 685 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 12,393 shares of iShares 0-1 Year Treasury Bond ETF worth $1.37M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 13,080 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.44M.
  • iShares 0-1 Year Treasury Bond ETF made up 0.03% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #239 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares 0-1 Year Treasury Bond ETF position peaked at $6.17M in Q2 2020.
  • 685 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

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