PB
IBHE

Pinnacle Bancorp’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Pinnacle Bancorp’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,295
Closed -$75.5K – 783
2023
Q1 		$75.5K Sell
3,295
-1,914
-37% -$43.6K 0.03% 298
2022
Q4 		$117K Hold
5,209
– – 0.05% 230
2022
Q3 		$116K Hold
5,209
– – 0.05% 216
2022
Q2 		$117K Buy
+5,209
New +$121K 0.05% 211

Other funds holding IBHE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Pinnacle Bancorp's IBHE Position: Q2 2023 in Review

Pinnacle Bancorp sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2023, closing a stake of 3,295 shares — an estimated $75.5K sold.

Pinnacle Bancorp first reported a position in IBHE in Q2 2022 and held it in 4 quarters. The position peaked at $117K in Q4 2022. 62 funds tracked by Wall St. Rank hold IBHE as of Q2 2023.

  • Pinnacle Bancorp reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Bancorp sold 3,295 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2023, an estimated $75.5K.
  • Pinnacle Bancorp first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2022 and held it in 4 quarters.
  • Pinnacle Bancorp's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $117K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2023.

Based on Pinnacle Bancorp's 13F filing for Q2 2023, filed 14 Jul 2023.