PB
IBDO

Pinnacle Bancorp’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Pinnacle Bancorp’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,000
Closed -$254K – 832
2023
Q3 		$254K Hold
10,000
– – 0.09% 155
2023
Q2 		$253K Hold
10,000
– – 0.09% 166
2023
Q1 		$252K Sell
10,000
-1,634
-14% -$41K 0.09% 166
2022
Q4 		$291K Hold
11,634
– – 0.11% 137
2022
Q3 		$290K Buy
11,634
+3,005
+35% +$75.3K 0.13% 123
2022
Q2 		$217K Buy
8,629
+4,167
+93% +$105K 0.09% 163
2022
Q1 		$113K Hold
4,462
– – 0.04% 232
2021
Q4 		$115K Hold
4,462
– – 0.04% 231
2021
Q3 		$116K Hold
4,462
– – 0.05% 218
2021
Q2 		$116K Hold
4,462
– – 0.05% 222
2021
Q1 		$117K Hold
4,462
– – 0.06% 211
2020
Q4 		$117K Buy
4,462
+954
+27% +$25K 0.07% 207
2020
Q3 		$92K Hold
3,508
– – 0.06% 219
2020
Q2 		$92K Buy
3,508
+1,558
+80% +$40.2K 0.07% 209
2020
Q1 		$49K Hold
1,950
– – 0.04% 264
2019
Q4 		$50K Hold
1,950
– – 0.03% 306
2019
Q3 		$50K Hold
1,950
– – 0.03% 303
2019
Q2 		$50K Hold
1,950
– – 0.03% 304
2019
Q1 		$49K Hold
1,950
– – 0.03% 303
2018
Q4 		$47K Buy
+1,950
New +$47K 0.03% 295

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pinnacle Bancorp's IBDO Position: Q4 2023 in Review

Pinnacle Bancorp sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 10,000 shares — an estimated $254K sold.

Pinnacle Bancorp first reported a position in IBDO in Q4 2018 and held it in 20 quarters. The position peaked at $291K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Pinnacle Bancorp reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Bancorp sold 10,000 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $254K.
  • Pinnacle Bancorp first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and held it in 20 quarters.
  • Pinnacle Bancorp's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $291K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Pinnacle Bancorp's 13F filing for Q4 2023, filed 25 Jan 2024.