Pinnacle Bancorp’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Pinnacle Bancorp’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83K	Sell	3,425 -1,417	-29%	-$34.3K	0.02%	380
2026 Q1	$117K	Hold	4,842	–	–	0.03%	311
2025 Q4	$117K	Hold	4,842	–	–	0.03%	304
2025 Q3	$118K	Hold	4,842	–	–	0.03%	306
2025 Q2	$117K	Hold	4,842	–	–	0.04%	300
2025 Q1	$117K	Sell	4,842 -2	-0%	-$48	0.04%	288
2024 Q4	$117K	Buy	4,844 +1,419	+41%	+$34.2K	0.04%	293
2024 Q3	$83.2K	Hold	3,425	–	–	0.02%	324
2024 Q2	$81.6K	Hold	3,425	–	–	0.02%	314
2024 Q1	$81.7K	Sell	3,425 -10,795	-76%	-$257K	0.02%	318
2023 Q4	$340K	Hold	14,220	–	–	0.11%	132
2023 Q3	$332K	Hold	14,220	–	–	0.12%	124
2023 Q2	$334K	Hold	14,220	–	–	0.11%	133
2023 Q1	$337K	Buy	14,220 +6,845	+93%	+$161K	0.12%	128
2022 Q4	$172K	Hold	7,375	–	–	0.07%	203
2022 Q3	$170K	Buy	7,375 +3,248	+79%	+$77.4K	0.07%	187
2022 Q2	$98K	Buy	+4,127	New	+$99.2K	0.04%	239

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Pinnacle Bancorp's IBDR Position: Q2 2026 in Review

Pinnacle Bancorp reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 29% in Q2 2026, selling an estimated $34.3K and leaving 3,425 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #380.

Pinnacle Bancorp first reported a position in IBDR in Q2 2022 and has held it in 17 quarters since. The position peaked at $340K in Q4 2023. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Pinnacle Bancorp held 3,425 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $83K as of Q2 2026.
Pinnacle Bancorp sold 1,417 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $34.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #380 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Pinnacle Bancorp's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $340K in Q4 2023.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.