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 Q3	$522K	Sell	23,375 -4,490	-16%	-$100K	0.14%	139
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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

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

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

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

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

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

Pinnacle Bancorp's IBTH Position: Q3 2026 in Review

Pinnacle Bancorp reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 16% in Q3 2026, selling an estimated $100K and leaving 23,375 shares worth $522K. The position accounts for 0.14% of the portfolio, ranked #139.

Pinnacle Bancorp first reported a position in IBTH in Q1 2024 and has held it in 11 quarters since. The position peaked at $625K in Q1 2026. 95 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Pinnacle Bancorp held 23,375 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $522K as of Q3 2026.
Pinnacle Bancorp sold 4,490 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $100K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.14% of Pinnacle Bancorp's portfolio in Q3 2026, its #139 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
Pinnacle Bancorp's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $625K in Q1 2026.
95 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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