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 Q3	–	Sell	-4,525	Closed	-$104K	–	935
2026 Q2	$104K	Hold	4,525	–	–	0.03%	345
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%	+$100K	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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

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

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Pinnacle Bancorp's IBTG Position: Q3 2026 in Review

Pinnacle Bancorp sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q3 2026, closing a stake of 4,525 shares — an estimated $104K sold.

Pinnacle Bancorp first reported a position in IBTG in Q2 2023 and held it in 13 quarters. The position peaked at $583K in Q3 2025. 79 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Pinnacle Bancorp reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Pinnacle Bancorp sold 4,525 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $104K.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and held it in 13 quarters.
Pinnacle Bancorp's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $583K in Q3 2025.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

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