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Pinnacle Financial Partners (Tennessee)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$494K Buy
9,770
+138
+1% +$6.97K 0.01% 338
2025
Q2 		$488K Sell
9,632
-187
-2% -$9.46K 0.01% 339
2025
Q1 		$497K Buy
9,819
+536
+6% +$27.1K 0.01% 329
2024
Q4 		$469K Buy
9,283
+498
+6% +$25.2K 0.01% 329
2024
Q3 		$445K Sell
8,785
-9
-0.1% -$455 0.01% 333
2024
Q2 		$446K Sell
8,794
-407
-4% -$20.6K 0.01% 335
2024
Q1 		$466K Buy
9,201
+606
+7% +$30.7K 0.01% 327
2023
Q4 		$434K Sell
8,595
-134
-2% -$6.78K 0.01% 321
2023
Q3 		$443K Sell
8,729
-636
-7% -$32.2K 0.01% 309
2023
Q2 		$475K Buy
9,365
+905
+11% +$45.7K 0.01% 299
2023
Q1 		$428K Buy
8,460
+3,656
+76% +$185K 0.01% 306
2022
Q4 		$242K Sell
4,804
-4,635
-49% -$234K 0.01% 350
2022
Q3 		$477K Buy
9,439
+1,723
+22% +$86.9K 0.02% 279
2022
Q2 		$388K Buy
+7,716
New +$389K 0.01% 290

Other funds holding TFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 1.4% in Q3 2025, buying an estimated $6.97K and bringing the position to 9,770 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #338.

Pinnacle Financial Partners (Tennessee) first reported a position in TFLO in Q2 2022 and has held it in 14 quarters since. The position peaked at $497K in Q1 2025. 390 funds tracked by Wall St. Rank hold TFLO as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 9,770 shares of iShares Treasury Floating Rate Bond ETF worth $494K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 138 iShares Treasury Floating Rate Bond ETF shares in Q3 2025, an estimated $6.97K.
  • iShares Treasury Floating Rate Bond ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #338 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Treasury Floating Rate Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares Treasury Floating Rate Bond ETF position peaked at $497K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q3 2025.

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