Pine Haven Investment Counsel’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Pine Haven Investment Counsel’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$900K	Buy	18,646 +50	+0.3%	+$2.42K	0.6%	48
2026 Q1	$901K	Buy	18,596 +1,450	+8%	+$70.6K	0.66%	43
2025 Q4	$836K	Hold	17,146	–	–	0.59%	48
2025 Q3	$837K	Buy	17,146 +661	+4%	+$32.2K	0.6%	46
2025 Q2	$802K	Buy	16,485 +300	+2%	+$14.5K	0.63%	46
2025 Q1	$783K	Buy	16,185 +1,350	+9%	+$64.8K	0.66%	44
2024 Q4	$709K	Buy	14,835 +2,630	+22%	+$126K	0.58%	49
2024 Q3	$594K	Buy	12,205 +3,000	+33%	+$144K	0.48%	53
2024 Q2	$436K	Buy	9,205 +5	+0.1%	+$236	0.37%	67
2024 Q1	$436K	Buy	9,200 +2,000	+28%	+$94.8K	0.38%	67
2023 Q4	$342K	Buy	7,200 +500	+7%	+$23.3K	0.32%	74
2023 Q3	$311K	Sell	6,700 -80	-1%	-$3.72K	0.32%	75
2023 Q2	$316K	Buy	6,780 +750	+12%	+$35.2K	0.32%	78
2023 Q1	$284K	Buy	6,030 +80	+1%	+$3.75K	0.3%	82
2022 Q4	$276K	Buy	5,950 +750	+14%	+$34.7K	0.3%	79
2022 Q3	$240K	Sell	5,200 -325	-6%	-$15.3K	0.29%	84
2022 Q2	$262K	Buy	5,525 +250	+5%	+$11.9K	0.31%	81
2022 Q1	$256K	Buy	+5,275	New	+$261K	0.25%	93

Other funds holding ISTB

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return