Pinnacle Bancorp’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Pinnacle Bancorp’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$394K	Buy	17,971 +1,808	+11%	+$39.9K	0.11%	166
2026 Q2	$358K	Hold	16,163	–	–	0.09%	179
2026 Q1	$360K	Buy	16,163 +671	+4%	+$15K	0.11%	164
2025 Q4	$346K	Hold	15,492	–	–	0.1%	159
2025 Q3	$347K	Hold	15,492	–	–	0.1%	161
2025 Q2	$346K	Hold	15,492	–	–	0.11%	161
2025 Q1	$345K	Buy	15,492 +1,365	+10%	+$30K	0.11%	157
2024 Q4	$309K	Buy	14,127 +4,127	+41%	+$91K	0.1%	165
2024 Q3	$225K	Buy	+10,000	New	+$223K	0.06%	206

Other funds holding IBTI

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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

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

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Pinnacle Bancorp's IBTI Position: Q3 2026 in Review

Pinnacle Bancorp increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 11% in Q3 2026, buying an estimated $39.9K and bringing the position to 17,971 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #166.

Pinnacle Bancorp first reported a position in IBTI in Q3 2024 and has held it in 9 quarters since. 69 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Pinnacle Bancorp held 17,971 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $394K as of Q3 2026.
Pinnacle Bancorp bought 1,808 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $39.9K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.11% of Pinnacle Bancorp's portfolio in Q3 2026, its #166 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
69 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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