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 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%	+$30.1K	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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Pinnacle Bancorp's IBTI Position: Q1 2026 in Review

Pinnacle Bancorp increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4.3% in Q1 2026, buying an estimated $15K and bringing the position to 16,163 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #164.

Pinnacle Bancorp first reported a position in IBTI in Q3 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Pinnacle Bancorp held 16,163 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $360K as of Q1 2026.
Pinnacle Bancorp bought 671 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $15K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.11% of Pinnacle Bancorp's portfolio in Q1 2026, its #164 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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