Howland Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Howland Capital Management’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.9M	Buy	1,118,191 +102,784	+10%	+$2.38M	0.93%	29
2026 Q1	$23.6M	Buy	1,015,407 +45,847	+5%	+$1.07M	0.93%	34
2025 Q4	$22.7M	Buy	969,560 +100,571	+12%	+$2.36M	0.86%	35
2025 Q3	$20.4M	Buy	868,989 +74,728	+9%	+$1.75M	0.78%	40
2025 Q2	$18.5M	Buy	794,261 +46,800	+6%	+$1.08M	0.75%	42
2025 Q1	$17.3M	Buy	747,461 +143,789	+24%	+$3.3M	0.77%	42
2024 Q4	$13.8M	Buy	603,672 +142,160	+31%	+$3.27M	0.6%	47
2024 Q3	$10.9M	Buy	461,512 +147,884	+47%	+$3.43M	0.47%	53
2024 Q2	$7.11M	Buy	313,628 +129,295	+70%	+$2.92M	0.34%	57
2024 Q1	$4.21M	Buy	184,333 +57,982	+46%	+$1.32M	0.2%	76
2023 Q4	$2.91M	Buy	126,351 +33,039	+35%	+$732K	0.15%	80
2023 Q3	$2.04M	Buy	93,312 +69,244	+288%	+$1.54M	0.12%	96
2023 Q2	$540K	Buy	+24,068	New	+$546K	0.03%	178

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

HPC

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

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

Howland Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q2 2026, buying an estimated $2.38M and bringing the position to 1,118,191 shares worth $25.9M. The position accounts for 0.93% of the portfolio, ranked #29.

Howland Capital Management first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Howland Capital Management held 1,118,191 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $25.9M as of Q2 2026.
Howland Capital Management bought 102,784 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.38M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.93% of Howland Capital Management's portfolio in Q2 2026, its #29 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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