Howland Capital Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$311K	Hold	13,740	–	–	0.01%	247
2026 Q1	$315K	Hold	13,740	–	–	0.01%	236
2025 Q4	$317K	Hold	13,740	–	–	0.01%	233
2025 Q3	$321K	Hold	13,740	–	–	0.01%	233
2025 Q2	$319K	Hold	13,740	–	–	0.01%	231
2025 Q1	$319K	Hold	13,740	–	–	0.01%	229
2024 Q4	$318K	Hold	13,740	–	–	0.01%	245
2024 Q3	$322K	Hold	13,740	–	–	0.01%	241
2024 Q2	$315K	Buy	+13,740	New	+$314K	0.02%	231

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Howland Capital Management held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 13,740 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #247.

Howland Capital Management first reported a position in IBHF in Q2 2024 and has held it in 9 quarters since. The position peaked at $322K in Q3 2024. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Howland Capital Management held 13,740 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $311K as of Q2 2026.
Howland Capital Management left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q2 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #247 holding.
Howland Capital Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
Howland Capital Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $322K in Q3 2024.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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