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Pinnacle Financial Partners (Tennessee)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12.3M Buy
118,878
+9,057
+8% +$934K 0.29% 99
2025
Q2 		$11.3M Buy
109,821
+35,102
+47% +$3.6M 0.24% 113
2025
Q1 		$7.73M Buy
74,719
+28,546
+62% +$2.91M 0.16% 143
2024
Q4 		$4.65M Buy
46,173
+92
+0.2% +$9.27K 0.09% 172
2024
Q3 		$4.67M Sell
46,081
-2,230
-5% -$223K 0.09% 175
2024
Q2 		$4.81M Buy
48,311
+555
+1% +$55.1K 0.1% 170
2024
Q1 		$4.75M Sell
47,756
-204,744
-81% -$20.2M 0.1% 168
2023
Q4 		$24.9M Sell
252,500
-46,317
-16% -$4.51M 0.59% 38
2023
Q3 		$29M Buy
298,817
+35,898
+14% +$3.49M 0.75% 27
2023
Q2 		$25.7M Buy
262,919
+62,069
+31% +$6.11M 0.64% 36
2023
Q1 		$19.9M Buy
200,850
+62,744
+45% +$6.13M 0.54% 53
2022
Q4 		$13.4M Sell
138,106
-75,588
-35% -$7.34M 0.39% 74
2022
Q3 		$20.5M Buy
213,694
+11,750
+6% +$1.18M 0.74% 36
2022
Q2 		$20.5M Buy
201,944
+103,129
+104% +$10.6M 0.73% 36
2022
Q1 		$10.4M Sell
98,815
-1,335
-1% -$141K 0.33% 93
2021
Q4 		$10.6M Buy
100,150
+96,715
+2,816% +$10.2M 0.33% 95
2021
Q3 		$363K Buy
3,435
+1,210
+54% +$128K 0.01% 306
2021
Q2 		$236K Buy
+2,225
New +$236K 0.01% 341

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.2% in Q3 2025, buying an estimated $934K and bringing the position to 118,878 shares worth $12.3M. The position accounts for 0.29% of the portfolio, ranked #99.

Pinnacle Financial Partners (Tennessee) first reported a position in STIP in Q2 2021 and has held it in 18 quarters since. The position peaked at $29M in Q3 2023. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 118,878 shares of iShares 0-5 Year TIPS Bond ETF worth $12.3M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 9,057 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $934K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #99 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares 0-5 Year TIPS Bond ETF position peaked at $29M in Q3 2023.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

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