Howland Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Howland Capital Management’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	$32.4M	Buy	1,336,886 +67,066	+5%	+$1.62M	1.17%	24
2026 Q1	$30.8M	Buy	1,269,820 +32,247	+3%	+$783K	1.22%	25
2025 Q4	$30M	Buy	1,237,573 +64,623	+6%	+$1.57M	1.14%	25
2025 Q3	$28.5M	Buy	1,172,950 +116,891	+11%	+$2.83M	1.09%	29
2025 Q2	$25.6M	Buy	1,056,059 +51,029	+5%	+$1.23M	1.04%	33
2025 Q1	$24.3M	Buy	1,005,030 +38,850	+4%	+$934K	1.08%	34
2024 Q4	$23.1M	Buy	966,180 +157,667	+20%	+$3.8M	1.01%	32
2024 Q3	$19.7M	Buy	808,513 +345,693	+75%	+$8.33M	0.85%	39
2024 Q2	$11M	Buy	462,820 +167,403	+57%	+$3.96M	0.52%	50
2024 Q1	$7.03M	Buy	295,417 +97,341	+49%	+$2.32M	0.34%	59
2023 Q4	$4.74M	Buy	198,076 +41,617	+27%	+$971K	0.25%	67
2023 Q3	$3.62M	Buy	156,459 +104,929	+204%	+$2.45M	0.21%	74
2023 Q2	$1.21M	Buy	51,530 +38,883	+307%	+$920K	0.07%	119
2023 Q1	$301K	Buy	+12,647	New	+$299K	0.02%	224

Other funds holding IBDS

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

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 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

Breachway Investments Charlestown, Rhode Island $66.4M AUM