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Howland Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Howland Capital Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.3M Buy
684,857
+164,031
+31% +$3.42M 0.51% 53
2026
Q1 		$10.9M Buy
520,826
+117,559
+29% +$2.48M 0.43% 54
2025
Q4 		$8.53M Buy
403,267
+87,036
+28% +$1.84M 0.32% 57
2025
Q3 		$6.71M Buy
316,231
+12,887
+4% +$271K 0.26% 64
2025
Q2 		$6.38M Buy
303,344
+61,444
+25% +$1.27M 0.26% 64
2025
Q1 		$5.02M Buy
241,900
+76,008
+46% +$1.56M 0.22% 67
2024
Q4 		$3.38M Buy
165,892
+47,395
+40% +$980K 0.15% 84
2024
Q3 		$2.51M Buy
118,497
+43,417
+58% +$905K 0.11% 96
2024
Q2 		$1.52M Buy
+75,080
New +$1.51M 0.07% 113

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 31% in Q2 2026, buying an estimated $3.42M and bringing the position to 684,857 shares worth $14.3M. The position accounts for 0.51% of the portfolio, ranked #53.

Howland Capital Management first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Howland Capital Management held 684,857 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $14.3M as of Q2 2026.
  • Howland Capital Management bought 164,031 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $3.42M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.51% of Howland Capital Management's portfolio in Q2 2026, its #53 holding.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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