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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 5.3% in Q2 2026, buying an estimated $1.62M and bringing the position to 1,336,886 shares worth $32.4M. The position accounts for 1.17% of the portfolio, ranked #24.

Howland Capital Management first reported a position in IBDS in Q1 2023 and has held it in 14 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Howland Capital Management held 1,336,886 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $32.4M as of Q2 2026.
Howland Capital Management bought 67,066 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.62M.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.17% of Howland Capital Management's portfolio in Q2 2026, its #24 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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