Pinnacle Bancorp’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Pinnacle Bancorp’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$104K	Sell	4,525 -13,677	-75%	-$313K	0.03%	330
2025 Q4	$416K	Sell	18,202 -7,194	-28%	-$165K	0.12%	142
2025 Q3	$583K	Hold	25,396	–	–	0.17%	110
2025 Q2	$582K	Hold	25,396	–	–	0.18%	103
2025 Q1	$583K	Buy	25,396 +4,371	+21%	+$99.9K	0.19%	99
2024 Q4	$480K	Buy	21,025 +1,465	+7%	+$33.5K	0.16%	114
2024 Q3	$451K	Buy	19,560 +2,400	+14%	+$54.9K	0.12%	119
2024 Q2	$389K	Hold	17,160	–	–	0.11%	123
2024 Q1	$390K	Buy	17,160 +12,996	+312%	+$296K	0.12%	122
2023 Q4	$95.2K	Hold	4,164	–	–	0.03%	278
2023 Q3	$93.6K	Buy	4,164 +2,000	+92%	+$45.1K	0.03%	267
2023 Q2	$49K	Buy	+2,164	New	+$49.7K	0.02%	372

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Pinnacle Bancorp's IBTG Position: Q1 2026 in Review

Pinnacle Bancorp reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 75% in Q1 2026, selling an estimated $313K and leaving 4,525 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #330.

Pinnacle Bancorp first reported a position in IBTG in Q2 2023 and has held it in 12 quarters since. The position peaked at $583K in Q3 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Pinnacle Bancorp held 4,525 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $104K as of Q1 2026.
Pinnacle Bancorp sold 13,677 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $313K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q1 2026, its #330 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
Pinnacle Bancorp's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $583K in Q3 2025.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

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