Pinnacle Bancorp
TIP icon

Pinnacle Bancorp’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Bancorp’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$496K Buy
4,765
+2,756
+137% +$295K 0.13% 144
2026
Q2 		$220K Hold
2,009
– – 0.06% 243
2026
Q1 		$222K Hold
2,009
– – 0.07% 227
2025
Q4 		$221K Hold
2,009
– – 0.06% 225
2025
Q3 		$223K Sell
2,009
-12
-0.6% -$1.33K 0.07% 225
2025
Q2 		$222K Hold
2,021
– – 0.07% 216
2025
Q1 		$225K Sell
2,021
-756
-27% -$82.1K 0.07% 208
2024
Q4 		$296K Buy
2,777
+343
+14% +$37.1K 0.1% 170
2024
Q3 		$269K Sell
2,434
-2,850
-54% -$310K 0.07% 181
2024
Q2 		$564K Hold
5,284
– – 0.17% 93
2024
Q1 		$568K Buy
5,284
+3,046
+136% +$325K 0.17% 91
2023
Q4 		$241K Sell
2,238
-804
-26% -$84.1K 0.08% 168
2023
Q3 		$316K Sell
3,042
-3,356
-52% -$355K 0.11% 128
2023
Q2 		$689K Hold
6,398
– – 0.24% 66
2023
Q1 		$705K Buy
6,398
+129
+2% +$14K 0.26% 62
2022
Q4 		$667K Sell
6,269
-1,085
-15% -$116K 0.26% 65
2022
Q3 		$771K Buy
7,354
+7,157
+3,633% +$811K 0.33% 53
2022
Q2 		$22K Sell
197
-1,068
-84% -$127K 0.01% 438
2022
Q1 		$158K Buy
+1,265
New +$159K 0.05% 200
2021
Q1 		– Sell
-1,805
Closed -$230K – 751
2020
Q4 		$230K Hold
1,805
– – 0.14% 139
2020
Q3 		$228K Hold
1,805
– – 0.16% 119
2020
Q2 		$222K Sell
1,805
-119
-6% -$14.5K 0.17% 124
2020
Q1 		$227K Buy
1,924
+1,830
+1,947% +$216K 0.19% 111
2019
Q4 		$11K Hold
94
– – 0.01% 533
2019
Q3 		$11K Sell
94
-17
-15% -$1.97K 0.01% 557
2019
Q2 		$13K Hold
111
– – 0.01% 517
2019
Q1 		$13K Hold
111
– – 0.01% 507
2018
Q4 		$12K Buy
+111
New +$12.1K 0.01% 516

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Pinnacle Bancorp's TIP Position: Q3 2026 in Review

Pinnacle Bancorp increased its iShares TIPS Bond ETF (TIP) stake by 137% in Q3 2026, buying an estimated $295K and bringing the position to 4,765 shares worth $496K. The position accounts for 0.13% of the portfolio, ranked #144.

Pinnacle Bancorp first reported a position in TIP in Q4 2018 and has held it in 28 quarters since. The position peaked at $771K in Q3 2022. 276 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Pinnacle Bancorp held 4,765 shares of iShares TIPS Bond ETF worth $496K as of Q3 2026.
  • Pinnacle Bancorp bought 2,756 iShares TIPS Bond ETF shares in Q3 2026, an estimated $295K.
  • iShares TIPS Bond ETF made up 0.13% of Pinnacle Bancorp's portfolio in Q3 2026, its #144 holding.
  • Pinnacle Bancorp first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Pinnacle Bancorp's iShares TIPS Bond ETF position peaked at $771K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

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