PB
IBDM

Pinnacle Bancorp’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Pinnacle Bancorp’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,914
Closed -$72K – 741
2021
Q3 		$72K Hold
2,914
– – 0.03% 288
2021
Q2 		$72K Sell
2,914
-1,992
-41% -$49.4K 0.03% 287
2021
Q1 		$122K Hold
4,906
– – 0.06% 208
2020
Q4 		$122K Buy
4,906
+401
+9% +$10K 0.08% 205
2020
Q3 		$113K Hold
4,505
– – 0.08% 190
2020
Q2 		$113K Sell
4,505
-657
-13% -$16.4K 0.08% 186
2020
Q1 		$127K Hold
5,162
– – 0.11% 161
2019
Q4 		$129K Hold
5,162
– – 0.09% 181
2019
Q3 		$129K Hold
5,162
– – 0.07% 176
2019
Q2 		$129K Hold
5,162
– – 0.07% 178
2019
Q1 		$128K Hold
5,162
– – 0.07% 177
2018
Q4 		$126K Buy
+5,162
New +$125K 0.08% 173

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Pinnacle Bancorp's IBDM Position: Q4 2021 in Review

Pinnacle Bancorp sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 2,914 shares — an estimated $72K sold.

Pinnacle Bancorp first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $129K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Pinnacle Bancorp reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Bancorp sold 2,914 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $72K.
  • Pinnacle Bancorp first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • Pinnacle Bancorp's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $129K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Pinnacle Bancorp's 13F filing for Q4 2021, filed 19 Jan 2022.