Pinnacle Financial Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.3M | Buy |
120,720
+49,549
| +70% | +$5.85M | 0.29% | 89 |
|
|
2024
Q4 | $8.22M | Buy |
71,171
+21,008
| +42% | +$2.43M | 0.17% | 136 |
|
|
2024
Q3 | $6M | Sell |
50,163
-18,818
| -27% | -$2.25M | 0.12% | 161 |
|
|
2024
Q2 | $7.97M | Sell |
68,981
-53,742
| -44% | -$6.21M | 0.17% | 139 |
|
|
2024
Q1 | $14.2M | Sell |
122,723
-10,313
| -8% | -$1.19M | 0.31% | 87 |
|
|
2023
Q4 | $15.6M | Sell |
133,036
-19,246
| -13% | -$2.25M | 0.37% | 75 |
|
|
2023
Q3 | $17.2M | Buy |
152,282
+10,840
| +8% | +$1.23M | 0.45% | 61 |
|
|
2023
Q2 | $16.3M | Buy |
141,442
+46,070
| +48% | +$5.31M | 0.41% | 66 |
|
|
2023
Q1 | $11.2M | Buy |
95,372
+36,798
| +63% | +$4.33M | 0.3% | 90 |
|
|
2022
Q4 | $6.73M | Sell |
58,574
-26,312
| -31% | -$3.02M | 0.19% | 118 |
|
|
2022
Q3 | $9.7M | Sell |
84,886
-1,054
| -1% | -$120K | 0.35% | 81 |
|
|
2022
Q2 | $10.3M | Sell |
85,940
-39,305
| -31% | -$4.69M | 0.37% | 83 |
|
|
2022
Q1 | $15.3M | Buy |
125,245
+5,049
| +4% | +$616K | 0.48% | 58 |
|
|
2021
Q4 | $15.5M | Sell |
120,196
-52,004
| -30% | -$6.69M | 0.48% | 63 |
|
|
2021
Q3 | $22.4M | Buy |
172,200
+3,899
| +2% | +$508K | 0.79% | 31 |
|
|
2021
Q2 | $22M | Sell |
168,301
-95,120
| -36% | -$12.4M | 0.89% | 27 |
|
|
2021
Q1 | $34.2M | Buy |
263,421
+153,670
| +140% | +$20M | 1.55% | 10 |
|
|
2020
Q4 | $14.6M | Buy |
109,751
+3,761
| +4% | +$500K | 0.72% | 38 |
|
|
2020
Q3 | $14.2M | Buy |
105,990
+3,509
| +3% | +$469K | 0.77% | 37 |
|
|
2020
Q2 | $13.7M | Buy |
102,481
+98,851
| +2,723% | +$13.2M | 0.78% | 34 |
|
|
2020
Q1 | $484K | Buy |
3,630
+1,610
| +80% | +$215K | 0.03% | 236 |
|
|
2019
Q4 | $254K | Buy |
+2,020
| New | +$254K | 0.02% | 324 |
|
|
2019
Q2 | – | Sell |
-3,882
| Closed | -$478K | – | 408 |
|
|
2019
Q1 | $478K | Buy |
+3,882
| New | +$478K | 0.04% | 239 |
|