Pinnacle Wealth Planning Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-729	Closed	-$17.7K	–	2799
2025 Q4	$17.7K	Buy	+729	New	+$17.7K	﹤0.01%	1775

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's IBDR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 729 shares — an estimated $17.7K sold.

Pinnacle Wealth Planning Services first reported a position in IBDR in Q4 2025 and held it in 1 quarter. The position peaked at $17.7K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 729 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $17.7K.
Pinnacle Wealth Planning Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
Pinnacle Wealth Planning Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $17.7K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.