Pinnacle Financial Partners (Tennessee)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.72M	Buy	16,671 +5,435	+48%	+$550K	0.04%	224
2025 Q2	$1.14M	Sell	11,236 -17,968	-62%	-$1.8M	0.02%	267
2025 Q1	$3.03M	Sell	29,204 -63,736	-69%	-$6.46M	0.06%	194
2024 Q4	$9.25M	Sell	92,940 -37,522	-29%	-$3.88M	0.19%	128
2024 Q3	$14.3M	Sell	130,462 -8,398	-6%	-$900K	0.29%	92
2024 Q2	$14.3M	Sell	138,860 -41,952	-23%	-$4.27M	0.31%	85
2024 Q1	$19M	Buy	+180,812	New	+$18.9M	0.41%	69

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 48% in Q3 2025, buying an estimated $550K and bringing the position to 16,671 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #224.

Pinnacle Financial Partners (Tennessee) first reported a position in TLH in Q1 2024 and has held it in 7 quarters since. The position peaked at $19M in Q1 2024. 572 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 16,671 shares of iShares 10-20 Year Treasury Bond ETF worth $1.72M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 5,435 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $550K.
iShares 10-20 Year Treasury Bond ETF made up 0.04% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #224 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
Pinnacle Financial Partners (Tennessee)'s iShares 10-20 Year Treasury Bond ETF position peaked at $19M in Q1 2024.
572 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

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