Pinnacle Bancorp’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Pinnacle Bancorp’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-44	Closed	-$4.81K	–	902
2024 Q3	$4.81K	Buy	+44	New	+$4.72K	﹤0.01%	787
2023 Q4	–	Sell	-88	Closed	-$8.66K	–	829
2023 Q3	$8.66K	Hold	88	–	–	﹤0.01%	631
2023 Q2	$9.75K	Hold	88	–	–	﹤0.01%	605
2023 Q1	$10K	Buy	+88	New	+$9.9K	﹤0.01%	616
2022 Q2	–	Sell	-60	Closed	-$8K	–	771
2022 Q1	$8K	Buy	+60	New	+$8.4K	﹤0.01%	622
2020 Q4	–	Sell	-107	Closed	-$18K	–	674
2020 Q3	$18K	Buy	107 +58	+118%	+$9.76K	0.01%	453
2020 Q2	$8K	Hold	49	–	–	0.01%	538
2020 Q1	$8K	Buy	+49	New	+$7.57K	0.01%	527

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pinnacle Bancorp's TLH Position: Q4 2024 in Review

Pinnacle Bancorp sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 44 shares — an estimated $4.81K sold.

Pinnacle Bancorp first reported a position in TLH in Q1 2020 and held it in 8 quarters. The position peaked at $18K in Q3 2020. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Pinnacle Bancorp reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Pinnacle Bancorp sold 44 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $4.81K.
Pinnacle Bancorp first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2020 and held it in 8 quarters.
Pinnacle Bancorp's iShares 10-20 Year Treasury Bond ETF position peaked at $18K in Q3 2020.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Pinnacle Bancorp's 13F filing for Q4 2024, filed 14 Jan 2025.