Pinnacle Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $22.7M | Buy |
230,007
+32,942
| +17% | +$3.25M | 0.46% | 55 |
|
|
2024
Q4 | $19.2M | Buy |
197,065
+4,589
| +2% | +$446K | 0.39% | 61 |
|
|
2024
Q3 | $19.5M | Buy |
192,476
+97,576
| +103% | +$9.88M | 0.39% | 66 |
|
|
2024
Q2 | $9.23M | Buy |
94,900
+8,990
| +10% | +$874K | 0.2% | 123 |
|
|
2024
Q1 | $8.41M | Buy |
85,910
+12,208
| +17% | +$1.2M | 0.18% | 130 |
|
|
2023
Q4 | $7.31M | Buy |
73,702
+23,019
| +45% | +$2.28M | 0.17% | 138 |
|
|
2023
Q3 | $4.77M | Buy |
50,683
+22,349
| +79% | +$2.1M | 0.12% | 154 |
|
|
2023
Q2 | $2.78M | Buy |
28,334
+1,219
| +4% | +$119K | 0.07% | 177 |
|
|
2023
Q1 | $2.7M | Buy |
27,115
+3,819
| +16% | +$381K | 0.07% | 177 |
|
|
2022
Q4 | $2.26M | Sell |
23,296
-580
| -2% | -$56.3K | 0.07% | 190 |
|
|
2022
Q3 | $2.3M | Buy |
23,876
+3,080
| +15% | +$297K | 0.08% | 181 |
|
|
2022
Q2 | $2.12M | Sell |
20,796
-573
| -3% | -$58.3K | 0.08% | 183 |
|
|
2022
Q1 | $2.29M | Buy |
21,369
+7,307
| +52% | +$783K | 0.07% | 181 |
|
|
2021
Q4 | $1.6M | Buy |
14,062
+1,042
| +8% | +$119K | 0.05% | 207 |
|
|
2021
Q3 | $1.5M | Buy |
13,020
+2,311
| +22% | +$265K | 0.05% | 201 |
|
|
2021
Q2 | $1.24M | Buy |
10,709
+978
| +10% | +$113K | 0.05% | 198 |
|
|
2021
Q1 | $1.12M | Buy |
9,731
+4,953
| +104% | +$572K | 0.05% | 197 |
|
|
2020
Q4 | $564K | Sell |
4,778
-2,594
| -35% | -$306K | 0.03% | 238 |
|
|
2020
Q3 | $870K | Buy |
7,372
+91
| +1% | +$10.7K | 0.05% | 199 |
|
|
2020
Q2 | $861K | Buy |
7,281
+650
| +10% | +$76.9K | 0.05% | 203 |
|
|
2020
Q1 | $765K | Buy |
6,631
+231
| +4% | +$26.7K | 0.05% | 208 |
|
|
2019
Q4 | $719K | Buy |
6,400
+30
| +0.5% | +$3.37K | 0.04% | 233 |
|
|
2019
Q3 | $721K | Buy |
6,370
+930
| +17% | +$105K | 0.05% | 218 |
|
|
2019
Q2 | $606K | Buy |
5,440
+1,368
| +34% | +$152K | 0.05% | 225 |
|
|
2019
Q1 | $444K | Buy |
4,072
+507
| +14% | +$55.3K | 0.04% | 244 |
|
|
2018
Q4 | $380K | Hold |
3,565
| – | – | 0.04% | 241 |
|
|
2018
Q3 | $376K | Buy |
3,565
+1,900
| +114% | +$200K | 0.03% | 255 |
|
|
2018
Q2 | $177K | Buy |
1,665
+104
| +7% | +$11.1K | 0.02% | 309 |
|
|
2018
Q1 | $167K | Buy |
+1,561
| New | +$167K | 0.02% | 312 |
|