HCM
IBDV icon

Howland Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Howland Capital Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3M Buy
1,021,727
+140,078
+16% +$3.06M 0.8% 38
2026
Q1 		$19.3M Buy
881,649
+74,625
+9% +$1.65M 0.76% 42
2025
Q4 		$17.8M Buy
807,024
+114,871
+17% +$2.54M 0.68% 43
2025
Q3 		$15.3M Buy
692,153
+68,813
+11% +$1.51M 0.58% 48
2025
Q2 		$13.7M Buy
623,340
+61,092
+11% +$1.32M 0.56% 47
2025
Q1 		$12.2M Buy
562,248
+151,117
+37% +$3.25M 0.54% 49
2024
Q4 		$8.78M Buy
411,131
+122,612
+42% +$2.65M 0.38% 56
2024
Q3 		$6.4M Buy
288,519
+94,725
+49% +$2.07M 0.28% 59
2024
Q2 		$4.12M Buy
193,794
+146,458
+309% +$3.09M 0.2% 72
2024
Q1 		$1.01M Sell
47,336
-21,311
-31% -$456K 0.05% 136
2023
Q4 		$1.49M Buy
68,647
+9,737
+17% +$201K 0.08% 117
2023
Q3 		$1.2M Buy
+58,910
New +$1.23M 0.07% 119

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 16% in Q2 2026, buying an estimated $3.06M and bringing the position to 1,021,727 shares worth $22.3M. The position accounts for 0.8% of the portfolio, ranked #38.

Howland Capital Management first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. 117 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Howland Capital Management held 1,021,727 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $22.3M as of Q2 2026.
  • Howland Capital Management bought 140,078 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $3.06M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.8% of Howland Capital Management's portfolio in Q2 2026, its #38 holding.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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