Pinnacle Wealth Management Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Pinnacle Wealth Management Group’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,000	Closed	-$302K	–	134
2025 Q3	$302K	Hold	12,000	–	–	0.16%	97
2025 Q2	$302K	Hold	12,000	–	–	0.17%	97
2025 Q1	$302K	Hold	12,000	–	–	0.21%	83
2024 Q4	$301K	Buy	+12,000	New	+$301K	0.19%	90

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pinnacle Wealth Management Group's IBDQ Position: Q4 2025 in Review

Pinnacle Wealth Management Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 12,000 shares — an estimated $302K sold.

Pinnacle Wealth Management Group first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $302K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Pinnacle Wealth Management Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 12,000 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $302K.
Pinnacle Wealth Management Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
Pinnacle Wealth Management Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $302K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.