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Pinnacle Bancorp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Pinnacle Bancorp’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$274K Buy
5,923
+319
+6% +$14.9K 0.08% 195
2025
Q4 		$261K Hold
5,604
– – 0.08% 204
2025
Q3 		$262K Buy
5,604
+4
+0.1% +$185 0.08% 206
2025
Q2 		$259K Hold
5,600
– – 0.08% 194
2025
Q1 		$258K Sell
5,600
-271
-5% -$12.4K 0.08% 183
2024
Q4 		$265K Sell
5,871
-1,009
-15% -$46.3K 0.09% 186
2024
Q3 		$324K Sell
6,880
-768
-10% -$35.6K 0.09% 162
2024
Q2 		$346K Hold
7,648
– – 0.1% 137
2024
Q1 		$349K Hold
7,648
– – 0.1% 134
2023
Q4 		$352K Sell
7,648
-491
-6% -$21.7K 0.12% 125
2023
Q3 		$356K Buy
8,139
+774
+11% +$34.6K 0.13% 116
2023
Q2 		$335K Buy
7,365
+234
+3% +$10.7K 0.11% 131
2023
Q1 		$329K Sell
7,131
-153
-2% -$7K 0.12% 131
2022
Q4 		$327K Hold
7,284
– – 0.13% 126
2022
Q3 		$324K Sell
7,284
-633
-8% -$29.5K 0.14% 105
2022
Q2 		$371K Buy
7,917
+1,670
+27% +$79.4K 0.15% 98
2022
Q1 		$310K Sell
6,247
-13
-0.2% -$663 0.11% 129
2021
Q4 		$331K Buy
6,260
+102
+2% +$5.41K 0.12% 129
2021
Q3 		$328K Buy
6,158
+586
+11% +$31.5K 0.13% 122
2021
Q2 		$298K Buy
5,572
+230
+4% +$12.2K 0.14% 125
2021
Q1 		$282K Buy
5,342
+2,211
+71% +$118K 0.14% 125
2020
Q4 		$171K Buy
3,131
+65
+2% +$3.53K 0.11% 163
2020
Q3 		$167K Buy
3,066
+848
+38% +$46.3K 0.12% 147
2020
Q2 		$121K Hold
2,218
– – 0.09% 179
2020
Q1 		$116K Buy
+2,218
New +$116K 0.1% 171

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pinnacle Bancorp's IUSB Position: Q1 2026 in Review

Pinnacle Bancorp increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.7% in Q1 2026, buying an estimated $14.9K and bringing the position to 5,923 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #195.

Pinnacle Bancorp first reported a position in IUSB in Q1 2020 and has held it in 25 quarters since. The position peaked at $371K in Q2 2022. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Pinnacle Bancorp held 5,923 shares of iShares Core Universal USD Bond ETF worth $274K as of Q1 2026.
  • Pinnacle Bancorp bought 319 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $14.9K.
  • iShares Core Universal USD Bond ETF made up 0.08% of Pinnacle Bancorp's portfolio in Q1 2026, its #195 holding.
  • Pinnacle Bancorp first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Pinnacle Bancorp's iShares Core Universal USD Bond ETF position peaked at $371K in Q2 2022.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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