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

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Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return