Howland Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.37M	Buy	252,860 +66,861	+36%	+$1.68M	0.23%	70
2026 Q1	$4.7M	Buy	185,999 +97,740	+111%	+$2.49M	0.19%	72
2025 Q4	$2.25M	Buy	88,259 +39,166	+80%	+$1M	0.09%	107
2025 Q3	$1.26M	Buy	49,093 +16,203	+49%	+$411K	0.05%	146
2025 Q2	$832K	Buy	32,890 +11,388	+53%	+$283K	0.03%	166
2025 Q1	$537K	Buy	+21,502	New	+$532K	0.02%	190

Other funds holding IBDX

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

WPW

Winthrop Partners - WNY Buffalo, New York $202M AUM

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 36% in Q2 2026, buying an estimated $1.68M and bringing the position to 252,860 shares worth $6.37M. The position accounts for 0.23% of the portfolio, ranked #70.

Howland Capital Management first reported a position in IBDX in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Howland Capital Management held 252,860 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.37M as of Q2 2026.
Howland Capital Management bought 66,861 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.68M.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.23% of Howland Capital Management's portfolio in Q2 2026, its #70 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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