PHIC
IBDQ

Pine Haven Investment Counsel’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Pine Haven Investment Counsel’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
-12,850
Closed -$324K – 119
2025
Q3 		$324K Sell
12,850
-150
-1% -$3.77K 0.23% 85
2025
Q2 		$327K Buy
13,000
+300
+2% +$7.54K 0.26% 80
2025
Q1 		$319K Buy
12,700
+650
+5% +$16.3K 0.27% 83
2024
Q4 		$302K Buy
12,050
+950
+9% +$23.8K 0.25% 86
2024
Q3 		$279K Buy
11,100
+250
+2% +$6.24K 0.23% 91
2024
Q2 		$270K Buy
10,850
+300
+3% +$7.43K 0.23% 86
2024
Q1 		$262K Buy
10,550
+600
+6% +$14.9K 0.23% 92
2023
Q4 		$246K Buy
9,950
+1,450
+17% +$35.5K 0.23% 89
2023
Q3 		$207K Buy
+8,500
New +$207K 0.21% 93

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
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

Pine Haven Investment Counsel's IBDQ Position: Q4 2025 in Review

Pine Haven Investment Counsel sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 12,850 shares — an estimated $324K sold.

Pine Haven Investment Counsel first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $327K in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Pine Haven Investment Counsel reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Pine Haven Investment Counsel sold 12,850 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $324K.
  • Pine Haven Investment Counsel first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Pine Haven Investment Counsel's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $327K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Pine Haven Investment Counsel's 13F filing for Q4 2025, filed 8 Jan 2026.