Pine Haven Investment Counsel’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Pine Haven Investment Counsel’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 Q2	$368K	Hold	15,200	–	–	0.25%	83
2026 Q1	$368K	Buy	15,200 +500	+3%	+$12.1K	0.27%	82
2025 Q4	$356K	Buy	14,700 +2,700	+23%	+$65.5K	0.25%	84
2025 Q3	$292K	Sell	12,000 -100	-0.8%	-$2.42K	0.21%	94
2025 Q2	$293K	Buy	12,100 +500	+4%	+$12.1K	0.23%	86
2025 Q1	$281K	Buy	11,600 +1,000	+9%	+$24.1K	0.24%	86
2024 Q4	$255K	Buy	+10,600	New	+$256K	0.21%	93

Other funds holding IBDR

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Winthrop Partners - WNY Buffalo, New York $202M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return