Pinnacle Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $12.4M | Sell |
129,957
-24,539
| -16% | -$2.34M | 0.25% | 104 |
|
|
2024
Q4 | $14.3M | Sell |
154,496
-9,597
| -6% | -$887K | 0.29% | 91 |
|
|
2024
Q3 | $16.1M | Sell |
164,093
-8,282
| -5% | -$813K | 0.32% | 81 |
|
|
2024
Q2 | $16.1M | Sell |
172,375
-45,434
| -21% | -$4.25M | 0.35% | 75 |
|
|
2024
Q1 | $20.6M | Buy |
217,809
+211,502
| +3,353% | +$20M | 0.45% | 60 |
|
|
2023
Q4 | $608K | Sell |
6,307
-5,184
| -45% | -$500K | 0.01% | 299 |
|
|
2023
Q3 | $1.05M | Buy |
11,491
+6,088
| +113% | +$558K | 0.03% | 247 |
|
|
2023
Q2 | $522K | Hold |
5,403
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $536K | Buy |
+5,403
| New | +$536K | 0.01% | 291 |
|
|
2022
Q2 | – | Sell |
-19,576
| Closed | -$2.1M | – | 446 |
|
|
2022
Q1 | $2.1M | Buy |
19,576
+3,554
| +22% | +$382K | 0.07% | 188 |
|
|
2021
Q4 | $1.84M | Sell |
16,022
-10
| -0.1% | -$1.15K | 0.06% | 195 |
|
|
2021
Q3 | $1.85M | Sell |
16,032
-250
| -2% | -$28.8K | 0.07% | 190 |
|
|
2021
Q2 | $1.88M | Sell |
16,282
-32,470
| -67% | -$3.75M | 0.08% | 168 |
|
|
2021
Q1 | $5.51M | Sell |
48,752
-32,493
| -40% | -$3.67M | 0.25% | 110 |
|
|
2020
Q4 | $9.75M | Sell |
81,245
-7,675
| -9% | -$921K | 0.48% | 64 |
|
|
2020
Q3 | $10.8M | Sell |
88,920
-4,070
| -4% | -$496K | 0.59% | 49 |
|
|
2020
Q2 | $11.3M | Buy |
92,990
+58,284
| +168% | +$7.1M | 0.65% | 43 |
|
|
2020
Q1 | $4.22M | Buy |
34,706
+13,100
| +61% | +$1.59M | 0.29% | 96 |
|
|
2019
Q4 | $2.38M | Sell |
21,606
-690
| -3% | -$76.1K | 0.15% | 148 |
|
|
2019
Q3 | $2.51M | Sell |
22,296
-3,477
| -13% | -$391K | 0.18% | 142 |
|
|
2019
Q2 | $2.84M | Sell |
25,773
-7,530
| -23% | -$829K | 0.21% | 126 |
|
|
2019
Q1 | $3.55M | Sell |
33,303
-4,029
| -11% | -$430K | 0.29% | 104 |
|
|
2018
Q4 | $3.89M | Buy |
+37,332
| New | +$3.89M | 0.37% | 86 |
|