PB
IBDP

Pinnacle Bancorp’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Pinnacle Bancorp’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,798
Closed -$398K – 906
2024
Q3 		$398K Sell
15,798
-795
-5% -$20K 0.11% 132
2024
Q2 		$417K Hold
16,593
– – 0.12% 113
2024
Q1 		$416K Hold
16,593
– – 0.12% 115
2023
Q4 		$413K Hold
16,593
– – 0.14% 109
2023
Q3 		$410K Hold
16,593
– – 0.15% 106
2023
Q2 		$409K Hold
16,593
– – 0.14% 106
2023
Q1 		$408K Buy
16,593
+7,307
+79% +$179K 0.15% 108
2022
Q4 		$227K Sell
9,286
-1,511
-14% -$36.8K 0.09% 173
2022
Q3 		$263K Buy
10,797
+3,077
+40% +$76K 0.11% 135
2022
Q2 		$191K Buy
7,720
+4,211
+120% +$105K 0.08% 175
2022
Q1 		$88K Hold
3,509
– – 0.03% 262
2021
Q4 		$91K Hold
3,509
– – 0.03% 265
2021
Q3 		$92K Hold
3,509
– – 0.04% 248
2021
Q2 		$93K Hold
3,509
– – 0.04% 251
2021
Q1 		$93K Hold
3,509
– – 0.05% 241
2020
Q4 		$93K Buy
3,509
+2,459
+234% +$65.1K 0.06% 239
2020
Q3 		$28K Hold
1,050
– – 0.02% 397
2020
Q2 		$28K Hold
1,050
– – 0.02% 377
2020
Q1 		$26K Hold
1,050
– – 0.02% 359
2019
Q4 		$27K Hold
1,050
– – 0.02% 392
2019
Q3 		$27K Hold
1,050
– – 0.02% 403
2019
Q2 		$27K Hold
1,050
– – 0.02% 401
2019
Q1 		$26K Hold
1,050
– – 0.02% 397
2018
Q4 		$25K Buy
+1,050
New +$25K 0.02% 390

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pinnacle Bancorp's IBDP Position: Q4 2024 in Review

Pinnacle Bancorp sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 15,798 shares — an estimated $398K sold.

Pinnacle Bancorp first reported a position in IBDP in Q4 2018 and held it in 24 quarters. The position peaked at $417K in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Pinnacle Bancorp reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Bancorp sold 15,798 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $398K.
  • Pinnacle Bancorp first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2018 and held it in 24 quarters.
  • Pinnacle Bancorp's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $417K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Pinnacle Bancorp's 13F filing for Q4 2024, filed 14 Jan 2025.