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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return