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Pinnacle Bancorp’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Pinnacle Bancorp’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$623K Hold
27,865
– – 0.16% 117
2026
Q1 		$625K Buy
27,865
+668
+2% +$15K 0.18% 102
2025
Q4 		$611K Hold
27,197
– – 0.18% 103
2025
Q3 		$612K Hold
27,197
– – 0.18% 103
2025
Q2 		$612K Hold
27,197
– – 0.19% 99
2025
Q1 		$610K Buy
27,197
+8,087
+42% +$180K 0.2% 95
2024
Q4 		$424K Buy
19,110
+1,350
+8% +$30.1K 0.14% 126
2024
Q3 		$402K Buy
17,760
+7,814
+79% +$175K 0.11% 131
2024
Q2 		$220K Hold
9,946
– – 0.06% 193
2024
Q1 		$220K Buy
+9,946
New +$221K 0.07% 191

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Bancorp's IBTH Position: Q2 2026 in Review

Pinnacle Bancorp held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 27,865 shares worth $623K. The position accounts for 0.16% of the portfolio, ranked #117.

Pinnacle Bancorp first reported a position in IBTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $625K in Q1 2026. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Pinnacle Bancorp held 27,865 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $623K as of Q2 2026.
  • Pinnacle Bancorp left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.16% of Pinnacle Bancorp's portfolio in Q2 2026, its #117 holding.
  • Pinnacle Bancorp first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Pinnacle Bancorp's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $625K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.