Pinnacle Bancorp’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Pinnacle Bancorp’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$119K	Buy	+5,261	New	+$121K	0.03%	314

Other funds holding IBDU

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Pinnacle Bancorp's IBDU Position: Q3 2026 in Review

Pinnacle Bancorp opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2026: 5,261 shares worth $119K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings.

141 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Pinnacle Bancorp held 5,261 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $119K as of Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Pinnacle Bancorp position in Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q3 2026, its #314 holding.
141 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.