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PFPT
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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$1.9T AUM
41.92%
1-Year Est. Return
RWM
Ritholtz Wealth Management
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$5.76B AUM
24.57%
1-Year Est. Return
MWM
Modera Wealth Management
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$8.34B AUM
19.68%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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