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Howland Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Howland Capital Management’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 		$36.2M Buy
1,496,018
+167,978
+13% +$4.07M 1.31% 18
2026
Q1 		$32.2M Sell
1,328,040
-12,174
-0.9% -$295K 1.27% 22
2025
Q4 		$32.5M Buy
1,340,214
+9,812
+0.7% +$238K 1.24% 21
2025
Q3 		$32.3M Buy
1,330,402
+94,302
+8% +$2.28M 1.23% 25
2025
Q2 		$30M Buy
1,236,100
+41,627
+3% +$1.01M 1.22% 26
2025
Q1 		$28.9M Sell
1,194,473
-4,327
-0.4% -$104K 1.29% 27
2024
Q4 		$28.9M Buy
1,198,800
+144,921
+14% +$3.49M 1.26% 23
2024
Q3 		$25.6M Buy
1,053,879
+319,123
+43% +$7.68M 1.11% 28
2024
Q2 		$17.5M Buy
734,756
+206,145
+39% +$4.9M 0.84% 36
2024
Q1 		$12.6M Buy
528,611
+111,374
+27% +$2.66M 0.61% 47
2023
Q4 		$9.97M Buy
417,237
+141,151
+51% +$3.31M 0.53% 46
2023
Q3 		$6.44M Buy
276,086
+149,306
+118% +$3.5M 0.38% 57
2023
Q2 		$2.98M Buy
126,780
+62,695
+98% +$1.48M 0.17% 77
2023
Q1 		$1.52M Buy
+64,085
New +$1.51M 0.09% 105

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Howland Capital Management's IBDR Position: Q2 2026 in Review

Howland Capital Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 13% in Q2 2026, buying an estimated $4.07M and bringing the position to 1,496,018 shares worth $36.2M. The position accounts for 1.31% of the portfolio, ranked #18.

Howland Capital Management first reported a position in IBDR in Q1 2023 and has held it in 14 quarters since. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Howland Capital Management held 1,496,018 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $36.2M as of Q2 2026.
  • Howland Capital Management bought 167,978 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $4.07M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 1.31% of Howland Capital Management's portfolio in Q2 2026, its #18 holding.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.