Pinnacle Bancorp
LMBS icon

Pinnacle Bancorp’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Pinnacle Bancorp’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$158K Sell
3,255
-1,070
-25% -$52.9K 0.04% 275
2026
Q2 		$215K Buy
4,325
+225
+5% +$11.2K 0.06% 246
2026
Q1 		$204K Buy
4,100
+350
+9% +$17.5K 0.06% 236
2025
Q4 		$187K Buy
3,750
+450
+14% +$22.5K 0.05% 244
2025
Q3 		$164K Buy
3,300
+80
+2% +$3.96K 0.05% 256
2025
Q2 		$159K Hold
3,220
– – 0.05% 256
2025
Q1 		$158K Sell
3,220
-76
-2% -$3.71K 0.05% 250
2024
Q4 		$160K Buy
3,296
+70
+2% +$3.42K 0.05% 246
2024
Q3 		$159K Buy
3,226
+611
+23% +$29.9K 0.04% 241
2024
Q2 		$126K Sell
2,615
-70
-3% -$3.36K 0.04% 247
2024
Q1 		$130K Buy
2,685
+856
+47% +$41.3K 0.04% 251
2023
Q4 		$88.4K Hold
1,829
– – 0.03% 289
2023
Q3 		$86.4K Hold
1,829
– – 0.03% 275
2023
Q2 		$87.2K Sell
1,829
-3,633
-67% -$174K 0.03% 279
2023
Q1 		$261K Buy
5,462
+1,224
+29% +$58.6K 0.1% 159
2022
Q4 		$201K Buy
4,238
+650
+18% +$30.7K 0.08% 184
2022
Q3 		$170K Sell
3,588
-29
-0.8% -$1.4K 0.07% 188
2022
Q2 		$175K Sell
3,617
-2,000
-36% -$97.2K 0.07% 182
2022
Q1 		$275K Buy
5,617
+280
+5% +$13.9K 0.1% 145
2021
Q4 		$267K Hold
5,337
– – 0.09% 154
2021
Q3 		$270K Buy
5,337
+1,088
+26% +$55.2K 0.11% 142
2021
Q2 		$216K Hold
4,249
– – 0.1% 157
2021
Q1 		$217K Hold
4,249
– – 0.11% 153
2020
Q4 		$219K Buy
4,249
+2,000
+89% +$103K 0.13% 146
2020
Q3 		$116K Buy
2,249
+2,000
+803% +$103K 0.08% 185
2020
Q2 		$13K Hold
249
– – 0.01% 473
2020
Q1 		$13K Buy
249
+84
+51% +$4.36K 0.01% 457
2019
Q4 		$9K Hold
165
– – 0.01% 551
2019
Q3 		$9K Buy
+165
New +$8.56K 0.01% 577
2019
Q1 		– Sell
-670
Closed -$34K – 695
2018
Q4 		$34K Buy
+670
New +$34.1K 0.02% 344

Other funds holding LMBS

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Pinnacle Bancorp's LMBS Position: Q3 2026 in Review

Pinnacle Bancorp reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 25% in Q3 2026, selling an estimated $52.9K and leaving 3,255 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #275.

Pinnacle Bancorp first reported a position in LMBS in Q4 2018 and has held it in 30 quarters since. The position peaked at $275K in Q1 2022. 132 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Pinnacle Bancorp held 3,255 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $158K as of Q3 2026.
  • Pinnacle Bancorp sold 1,070 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $52.9K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Pinnacle Bancorp's portfolio in Q3 2026, its #275 holding.
  • Pinnacle Bancorp first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 30 quarters since.
  • Pinnacle Bancorp's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $275K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

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