Pinnacle Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$22.8M Buy
275,763
+64,537
+31% +$5.34M 0.46% 54
2024
Q4
$17.3M Buy
211,226
+22,721
+12% +$1.86M 0.35% 70
2024
Q3
$15.7M Sell
188,505
-224,280
-54% -$18.6M 0.31% 83
2024
Q2
$33.7M Buy
412,785
+53,918
+15% +$4.4M 0.72% 26
2024
Q1
$29.3M Sell
358,867
-232,691
-39% -$19M 0.64% 33
2023
Q4
$48.5M Sell
591,558
-66,034
-10% -$5.42M 1.15% 15
2023
Q3
$53.2M Buy
657,592
+18,135
+3% +$1.47M 1.38% 14
2023
Q2
$51.8M Buy
639,457
+79,060
+14% +$6.41M 1.3% 14
2023
Q1
$46M Buy
560,397
+78,851
+16% +$6.48M 1.24% 14
2022
Q4
$39.1M Buy
481,546
+46,400
+11% +$3.77M 1.13% 19
2022
Q3
$35.3M Buy
435,146
+8,849
+2% +$719K 1.28% 11
2022
Q2
$35.3M Sell
426,297
-169,776
-28% -$14.1M 1.26% 13
2022
Q1
$49.7M Buy
596,073
+259,453
+77% +$21.6M 1.57% 10
2021
Q4
$28.8M Sell
336,620
-58,128
-15% -$4.97M 0.9% 22
2021
Q3
$34M Sell
394,748
-208,529
-35% -$18M 1.2% 14
2021
Q2
$52M Buy
603,277
+278,499
+86% +$24M 2.1% 6
2021
Q1
$28M Buy
324,778
+267,904
+471% +$23.1M 1.27% 14
2020
Q4
$4.91M Buy
+56,874
New +$4.91M 0.24% 111
2020
Q2
Sell
-3,313
Closed -$287K 445
2020
Q1
$287K Sell
3,313
-1,644
-33% -$142K 0.02% 280
2019
Q4
$420K Buy
4,957
+2,089
+73% +$177K 0.03% 276
2019
Q3
$243K Buy
2,868
+99
+4% +$8.39K 0.02% 314
2019
Q2
$235K Sell
2,769
-54
-2% -$4.58K 0.02% 312
2019
Q1
$237K Buy
+2,823
New +$237K 0.02% 304