Pinnacle Bancorp’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Bancorp’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$248K	Sell	2,778 -489	-15%	-$45.2K	0.07%	229
2026 Q2	$309K	Sell	3,267 -408	-11%	-$38.6K	0.08%	196
2026 Q1	$351K	Hold	3,675	–	–	0.1%	165
2025 Q4	$353K	Sell	3,675 -1,468	-29%	-$142K	0.1%	157
2025 Q3	$496K	Hold	5,143	–	–	0.15%	127
2025 Q2	$493K	Hold	5,143	–	–	0.15%	126
2025 Q1	$490K	Buy	5,143 +1,676	+48%	+$157K	0.16%	117
2024 Q4	$321K	Buy	3,467 +1,014	+41%	+$95.8K	0.1%	162
2024 Q3	$241K	Buy	2,453 +313	+15%	+$30.3K	0.06%	198
2024 Q2	$200K	Buy	2,140 +575	+37%	+$53.4K	0.06%	205
2024 Q1	$148K	Hold	1,565	–	–	0.04%	235
2023 Q4	$151K	Hold	1,565	–	–	0.05%	222
2023 Q3	$143K	Buy	1,565 +1,155	+282%	+$109K	0.05%	215
2023 Q2	$39.6K	Hold	410	–	–	0.01%	409
2023 Q1	$40.6K	Hold	410	–	–	0.01%	389
2022 Q4	$39K	Hold	410	–	–	0.02%	371
2022 Q3	$39K	Hold	410	–	–	0.02%	355
2022 Q2	$42K	Hold	410	–	–	0.02%	351
2022 Q1	$44K	Sell	410 -160	-28%	-$17.8K	0.02%	365
2021 Q4	$66K	Hold	570	–	–	0.02%	313
2021 Q3	$66K	Hold	570	–	–	0.03%	302
2021 Q2	$66K	Hold	570	–	–	0.03%	302
2021 Q1	$64K	Hold	570	–	–	0.03%	294
2020 Q4	$68K	Sell	570 -60	-10%	-$7.22K	0.04%	284
2020 Q3	$77K	Sell	630 -3	-0.5%	-$366	0.05%	248
2020 Q2	$77K	Buy	633 +570	+905%	+$69.3K	0.06%	238
2020 Q1	$8K	Buy	+63	New	+$7.25K	0.01%	523

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Bancorp's IEF Position: Q3 2026 in Review

Pinnacle Bancorp reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q3 2026, selling an estimated $45.2K and leaving 2,778 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #229.

Pinnacle Bancorp first reported a position in IEF in Q1 2020 and has held it in 27 quarters since. The position peaked at $496K in Q3 2025. 346 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Pinnacle Bancorp held 2,778 shares of iShares 7-10 Year Treasury Bond ETF worth $248K as of Q3 2026.
Pinnacle Bancorp sold 489 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $45.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Pinnacle Bancorp's portfolio in Q3 2026, its #229 holding.
Pinnacle Bancorp first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 27 quarters since.
Pinnacle Bancorp's iShares 7-10 Year Treasury Bond ETF position peaked at $496K in Q3 2025.
346 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

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