Pine Haven Investment Counsel’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Pine Haven Investment Counsel’s Portfolio IBDS Stock Details IBDS 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%	84
2026 Q1	$368K	Buy	15,200 +500	+3%	+$12.1K	0.27%	83
2025 Q4	$357K	Buy	14,700 +2,750	+23%	+$66.8K	0.25%	83
2025 Q3	$291K	Buy	11,950 +300	+3%	+$7.28K	0.21%	95
2025 Q2	$283K	Buy	11,650 +950	+9%	+$22.9K	0.22%	88
2025 Q1	$259K	Buy	10,700 +1,400	+15%	+$33.7K	0.22%	90
2024 Q4	$223K	Buy	+9,300	New	+$224K	0.18%	101

Other funds holding IBDS

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

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return