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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
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% +$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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Pinnacle Bancorp's IBTI Position: Q2 2026 in Review

Pinnacle Bancorp held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 16,163 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #179.

Pinnacle Bancorp first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $360K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Pinnacle Bancorp held 16,163 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $358K as of Q2 2026.
  • Pinnacle Bancorp left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.09% of Pinnacle Bancorp's portfolio in Q2 2026, its #179 holding.
  • Pinnacle Bancorp first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Pinnacle Bancorp's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $360K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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