Pinnacle Bancorp’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Pinnacle Bancorp’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,966	Closed	-$125K	–	802
2021 Q4	$125K	Hold	4,966	–	–	0.04%	217
2021 Q3	$126K	Hold	4,966	–	–	0.05%	208
2021 Q2	$126K	Hold	4,966	–	–	0.06%	208
2021 Q1	$126K	Hold	4,966	–	–	0.06%	205
2020 Q4	$127K	Buy	4,966 +587	+13%	+$15K	0.08%	197
2020 Q3	$112K	Hold	4,379	–	–	0.08%	192
2020 Q2	$112K	Buy	4,379 +395	+10%	+$10K	0.08%	187
2020 Q1	$99K	Hold	3,984	–	–	0.08%	185
2019 Q4	$101K	Hold	3,984	–	–	0.07%	208
2019 Q3	$101K	Hold	3,984	–	–	0.06%	203
2019 Q2	$101K	Hold	3,984	–	–	0.06%	203
2019 Q1	$99K	Buy	3,984 +2,040	+105%	+$50.2K	0.06%	209
2018 Q4	$47K	Buy	+1,944	New	+$47K	0.03%	296

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Pinnacle Bancorp's IBDN Position: Q1 2022 in Review

Pinnacle Bancorp sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 4,966 shares — an estimated $125K sold.

Pinnacle Bancorp first reported a position in IBDN in Q4 2018 and held it in 13 quarters. The position peaked at $127K in Q4 2020. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Pinnacle Bancorp reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Bancorp sold 4,966 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $125K.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and held it in 13 quarters.
Pinnacle Bancorp's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $127K in Q4 2020.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Pinnacle Bancorp's 13F filing for Q1 2022, filed 14 Apr 2022.