Pinnacle Bancorp’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Pinnacle Bancorp’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77K	Hold	3,175	–	–	0.02%	369
2025 Q4	$77.1K	Hold	3,175	–	–	0.02%	364
2025 Q3	$77.3K	Hold	3,175	–	–	0.02%	369
2025 Q2	$77.1K	Buy	3,175 +1,040	+49%	+$25.1K	0.02%	358
2025 Q1	$51.6K	Hold	2,135	–	–	0.02%	416
2024 Q4	$51.2K	Hold	2,135	–	–	0.02%	420
2024 Q3	$52K	Hold	2,135	–	–	0.01%	417
2024 Q2	$50.7K	Hold	2,135	–	–	0.02%	397
2024 Q1	$50.8K	Sell	2,135 -7,335	-77%	-$175K	0.02%	399
2023 Q4	$227K	Hold	9,470	–	–	0.07%	173
2023 Q3	$219K	Hold	9,470	–	–	0.08%	169
2023 Q2	$222K	Buy	9,470 +7,335	+344%	+$174K	0.08%	176
2023 Q1	$50.9K	Buy	+2,135	New	+$50.4K	0.02%	354

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

HPC

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Pinnacle Bancorp's IBDS Position: Q1 2026 in Review

Pinnacle Bancorp held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 3,175 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #369.

Pinnacle Bancorp first reported a position in IBDS in Q1 2023 and has held it in 13 quarters since. The position peaked at $227K in Q4 2023. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Pinnacle Bancorp held 3,175 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $77K as of Q1 2026.
Pinnacle Bancorp left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Pinnacle Bancorp's portfolio in Q1 2026, its #369 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
Pinnacle Bancorp's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $227K in Q4 2023.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.