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Pinnacle Financial Partners (Tennessee)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.4M Sell
221,688
-18,160
-8% -$1.5M 0.44% 61
2025
Q2 		$19.9M Sell
239,848
-35,915
-13% -$2.97M 0.42% 61
2025
Q1 		$22.8M Buy
275,763
+64,537
+31% +$5.31M 0.46% 54
2024
Q4 		$17.3M Buy
211,226
+22,721
+12% +$1.87M 0.35% 70
2024
Q3 		$15.7M Sell
188,505
-224,280
-54% -$18.5M 0.31% 83
2024
Q2 		$33.7M Buy
412,785
+53,918
+15% +$4.39M 0.72% 26
2024
Q1 		$29.3M Sell
358,867
-232,691
-39% -$19M 0.64% 33
2023
Q4 		$48.5M Sell
591,558
-66,034
-10% -$5.37M 1.15% 15
2023
Q3 		$53.2M Buy
657,592
+18,135
+3% +$1.47M 1.38% 14
2023
Q2 		$51.8M Buy
639,457
+79,060
+14% +$6.46M 1.3% 14
2023
Q1 		$46M Buy
560,397
+78,851
+16% +$6.43M 1.24% 14
2022
Q4 		$39.1M Buy
481,546
+46,400
+11% +$3.76M 1.13% 19
2022
Q3 		$35.3M Buy
435,146
+8,849
+2% +$728K 1.28% 11
2022
Q2 		$35.3M Sell
426,297
-169,776
-28% -$14.1M 1.26% 13
2022
Q1 		$49.7M Buy
596,073
+259,453
+77% +$21.9M 1.57% 10
2021
Q4 		$28.8M Sell
336,620
-58,128
-15% -$4.99M 0.9% 22
2021
Q3 		$34M Sell
394,748
-208,529
-35% -$18M 1.2% 14
2021
Q2 		$52M Buy
603,277
+278,499
+86% +$24M 2.1% 6
2021
Q1 		$28M Buy
324,778
+267,904
+471% +$23.1M 1.27% 14
2020
Q4 		$4.91M Buy
+56,874
New +$4.91M 0.24% 111
2020
Q2 		– Sell
-3,313
Closed -$287K – 445
2020
Q1 		$287K Sell
3,313
-1,644
-33% -$140K 0.02% 280
2019
Q4 		$420K Buy
4,957
+2,089
+73% +$177K 0.03% 276
2019
Q3 		$243K Buy
2,868
+99
+4% +$8.39K 0.02% 314
2019
Q2 		$235K Sell
2,769
-54
-2% -$4.55K 0.02% 312
2019
Q1 		$237K Buy
+2,823
New +$236K 0.02% 304

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.6% in Q3 2025, selling an estimated $1.5M and leaving 221,688 shares worth $18.4M. The position accounts for 0.44% of the portfolio, ranked #61.

Pinnacle Financial Partners (Tennessee) first reported a position in SHY in Q1 2019 and has held it in 25 quarters since. The position peaked at $53.2M in Q3 2023. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 221,688 shares of iShares 1-3 Year Treasury Bond ETF worth $18.4M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 18,160 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.5M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.44% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #61 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares 1-3 Year Treasury Bond ETF position peaked at $53.2M in Q3 2023.
  • 1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

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