Pinnacle Bancorp’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Pinnacle Bancorp’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114K	Hold	5,277	–	–	0.03%	328
2026 Q1	$115K	Buy	5,277 +683	+15%	+$15K	0.03%	314
2025 Q4	$101K	Hold	4,594	–	–	0.03%	331
2025 Q3	$101K	Buy	+4,594	New	+$101K	0.03%	325

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Bancorp's IBTJ Position: Q2 2026 in Review

Pinnacle Bancorp held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 5,277 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #328.

Pinnacle Bancorp first reported a position in IBTJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Pinnacle Bancorp held 5,277 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $114K as of Q2 2026.
Pinnacle Bancorp left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q2 2026, its #328 holding.
Pinnacle Bancorp first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Pinnacle Bancorp's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $115K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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