Pinnacle Financial Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Pinnacle Financial Partners’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$6.05M	Sell	56,285 -1,459	-3%	-$157K	0.12%	161
2024 Q4	$6.41M	Sell	57,744 -2,352	-4%	-$261K	0.13%	156
2024 Q3	$6.79M	Sell	60,096 -9,958	-14%	-$1.13M	0.14%	151
2024 Q2	$7.59M	Sell	70,054 -356	-0.5%	-$38.6K	0.16%	141
2024 Q1	$7.67M	Buy	70,410 +1,530	+2%	+$167K	0.17%	140
2023 Q4	$7.62M	Sell	68,880 -5,120	-7%	-$567K	0.18%	129
2023 Q3	$7.55M	Sell	74,000 -2,550	-3%	-$260K	0.2%	118
2023 Q2	$8.28M	Buy	76,550 +23,122	+43%	+$2.5M	0.21%	116
2023 Q1	$5.86M	Buy	53,428 +4,915	+10%	+$539K	0.16%	136
2022 Q4	$5.11M	Buy	48,513 +1,500	+3%	+$158K	0.15%	137
2022 Q3	$4.82M	Sell	47,013 -806	-2%	-$82.6K	0.17%	134
2022 Q2	$5.26M	Sell	47,819 -6,954	-13%	-$765K	0.19%	133
2022 Q1	$6.62M	Sell	54,773 -2,689	-5%	-$325K	0.21%	128
2021 Q4	$7.62M	Buy	57,462 +2,172	+4%	+$288K	0.24%	117
2021 Q3	$7.36M	Buy	55,290 +1,256	+2%	+$167K	0.26%	109
2021 Q2	$7.26M	Buy	54,034 +7,578	+16%	+$1.02M	0.29%	101
2021 Q1	$6.27M	Buy	46,456 +943	+2%	+$127K	0.28%	100
2020 Q4	$6.19M	Hold	45,513	–	–	0.31%	95
2020 Q3	$6.13M	Sell	45,513 -5,205	-10%	-$701K	0.33%	89
2020 Q2	$6.82M	Buy	50,718 +12,431	+32%	+$1.67M	0.39%	77
2020 Q1	$4.73M	Sell	38,287 -1,245	-3%	-$154K	0.33%	91
2019 Q4	$5.06M	Buy	39,532 +3,968	+11%	+$508K	0.31%	94
2019 Q3	$4.53M	Buy	35,564 +768	+2%	+$97.9K	0.33%	95
2019 Q2	$4.33M	Buy	34,796 +4,863	+16%	+$605K	0.32%	93
2019 Q1	$3.56M	Sell	29,933 -4,540	-13%	-$541K	0.29%	103
2018 Q4	$3.89M	Buy	34,473 +21,544	+167%	+$2.43M	0.37%	87
2018 Q3	$1.49M	Buy	12,929 +1,608	+14%	+$185K	0.12%	161
2018 Q2	$1.3M	Buy	11,321 +2,305	+26%	+$264K	0.12%	158
2018 Q1	$1.06M	Buy	9,016 +1,289	+17%	+$151K	0.11%	170
2017 Q4	$939K	Buy	+7,727	New	+$939K	0.1%	175