Pinnacle Bancorp
IBTJ icon

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
Q3 		$192K Buy
9,036
+3,759
+71% +$80.8K 0.05% 257
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

Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Shelton Wealth Management
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Waycross Investment Management
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Pinnacle Bancorp's IBTJ Position: Q3 2026 in Review

Pinnacle Bancorp increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 71% in Q3 2026, buying an estimated $80.8K and bringing the position to 9,036 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #257.

Pinnacle Bancorp first reported a position in IBTJ in Q3 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Pinnacle Bancorp held 9,036 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $192K as of Q3 2026.
  • Pinnacle Bancorp bought 3,759 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $80.8K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.05% of Pinnacle Bancorp's portfolio in Q3 2026, its #257 holding.
  • Pinnacle Bancorp first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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