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Pine Haven Investment Counsel’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Pine Haven Investment Counsel’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
42,352
+3,375
+9% +$84.4K 0.71% 40
2026
Q1 		$977K Buy
38,977
+395
+1% +$9.96K 0.72% 40
2025
Q4 		$974K Buy
38,582
+1,760
+5% +$44.5K 0.69% 43
2025
Q3 		$932K Buy
36,822
+1,500
+4% +$37.8K 0.67% 44
2025
Q2 		$889K Buy
35,322
+2,280
+7% +$56.9K 0.7% 42
2025
Q1 		$826K Sell
33,042
-700
-2% -$17.4K 0.69% 40
2024
Q4 		$833K Buy
33,742
+3,325
+11% +$82.6K 0.68% 42
2024
Q3 		$765K Buy
30,417
+2,686
+10% +$66.8K 0.62% 44
2024
Q2 		$679K Sell
27,731
-1,055
-4% -$25.7K 0.58% 46
2024
Q1 		$705K Sell
28,786
-133
-0.5% -$3.25K 0.62% 46
2023
Q4 		$708K Buy
28,919
+1,394
+5% +$33.4K 0.66% 45
2023
Q3 		$654K Buy
27,525
+2,896
+12% +$69.1K 0.68% 44
2023
Q2 		$589K Buy
24,629
+2,589
+12% +$62.2K 0.59% 48
2023
Q1 		$530K Buy
22,040
+1,000
+5% +$23.9K 0.56% 49
2022
Q4 		$500K Sell
21,040
-669
-3% -$15.8K 0.55% 50
2022
Q3 		$510K Sell
21,709
-46
-0.2% -$1.11K 0.62% 44
2022
Q2 		$524K Sell
21,755
-247
-1% -$5.99K 0.61% 42
2022
Q1 		$542K Sell
22,002
-276
-1% -$6.93K 0.53% 46
2021
Q4 		$571K Buy
+22,278
New +$574K 0.53% 49

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Pine Haven Investment Counsel increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 8.7% in Q2 2026, buying an estimated $84.4K and bringing the position to 42,352 shares worth $1.06M. The position accounts for 0.71% of the portfolio, ranked #40.

Pine Haven Investment Counsel first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. 65 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Pine Haven Investment Counsel held 42,352 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.06M as of Q2 2026.
  • Pine Haven Investment Counsel bought 3,375 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $84.4K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.71% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #40 holding.
  • Pine Haven Investment Counsel first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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