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Pine Haven Investment Counsel’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Pine Haven Investment Counsel’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Buy
10,050
+700
+7% +$17.7K 0.17% 104
2026
Q1 		$237K Buy
9,350
+1,100
+13% +$28K 0.17% 105
2025
Q4 		$210K Buy
+8,250
New +$210K 0.15% 111

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Pine Haven Investment Counsel's IBDT Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.5% in Q2 2026, buying an estimated $17.7K and bringing the position to 10,050 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #104.

Pine Haven Investment Counsel first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Pine Haven Investment Counsel held 10,050 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $254K as of Q2 2026.
  • Pine Haven Investment Counsel bought 700 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $17.7K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.17% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #104 holding.
  • Pine Haven Investment Counsel first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.