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Howland Capital Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Howland Capital Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.26M Buy
126,693
+37,544
+42% +$968K 0.12% 100
2026
Q1 		$2.3M Buy
89,149
+76,439
+601% +$2M 0.09% 104
2025
Q4 		$332K Buy
+12,710
New +$333K 0.01% 226

Other funds holding IBDY

IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 42% in Q2 2026, buying an estimated $968K and bringing the position to 126,693 shares worth $3.26M. The position accounts for 0.12% of the portfolio, ranked #100.

Howland Capital Management first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Howland Capital Management held 126,693 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.26M as of Q2 2026.
  • Howland Capital Management bought 37,544 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $968K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.12% of Howland Capital Management's portfolio in Q2 2026, its #100 holding.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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