Pinnacle Bancorp
TLT icon

Pinnacle Bancorp’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pinnacle Bancorp’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$204K Buy
2,624
+50
+2% +$4.12K 0.05% 251
2026
Q2 		$222K Hold
2,574
– – 0.06% 241
2026
Q1 		$223K Hold
2,574
– – 0.07% 225
2025
Q4 		$224K Sell
2,574
-991
-28% -$88.6K 0.07% 224
2025
Q3 		$319K Sell
3,565
-757
-18% -$66.2K 0.09% 170
2025
Q2 		$381K Hold
4,322
– – 0.12% 152
2025
Q1 		$393K Buy
4,322
+820
+23% +$73K 0.13% 142
2024
Q4 		$306K Buy
3,502
+423
+14% +$38.9K 0.1% 166
2024
Q3 		$302K Buy
3,079
+328
+12% +$31.6K 0.08% 171
2024
Q2 		$252K Buy
2,751
+1,200
+77% +$109K 0.07% 173
2024
Q1 		$147K Hold
1,551
– – 0.04% 238
2023
Q4 		$153K Hold
1,551
– – 0.05% 219
2023
Q3 		$138K Buy
1,551
+1,236
+392% +$119K 0.05% 220
2023
Q2 		$32.4K Buy
+315
New +$32.7K 0.01% 437
2020
Q4 		– Sell
-36
Closed -$6K – 675
2020
Q3 		$6K Sell
36
-1,794
-98% -$298K ﹤0.01% 584
2020
Q2 		$300K Hold
1,830
– – 0.22% 100
2020
Q1 		$302K Buy
+1,830
New +$273K 0.26% 85

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Pinnacle Bancorp's TLT Position: Q3 2026 in Review

Pinnacle Bancorp increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.9% in Q3 2026, buying an estimated $4.12K and bringing the position to 2,624 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #251.

Pinnacle Bancorp first reported a position in TLT in Q1 2020 and has held it in 17 quarters since. The position peaked at $393K in Q1 2025. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Pinnacle Bancorp held 2,624 shares of iShares 20+ Year Treasury Bond ETF worth $204K as of Q3 2026.
  • Pinnacle Bancorp bought 50 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $4.12K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Pinnacle Bancorp's portfolio in Q3 2026, its #251 holding.
  • Pinnacle Bancorp first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • Pinnacle Bancorp's iShares 20+ Year Treasury Bond ETF position peaked at $393K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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