Howland Capital Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56M	Sell	155,612 -5,053	-3%	-$116K	0.13%	98
2026 Q1	$3.68M	Sell	160,665 -6,590	-4%	-$151K	0.15%	85
2025 Q4	$3.83M	Buy	167,255 +2,267	+1%	+$51.9K	0.15%	84
2025 Q3	$3.79M	Buy	164,988 +7,327	+5%	+$168K	0.14%	81
2025 Q2	$3.62M	Buy	157,661 +12,293	+8%	+$281K	0.15%	83
2025 Q1	$3.33M	Buy	145,368 +57,521	+65%	+$1.31M	0.15%	81
2024 Q4	$2M	Buy	87,847 +41,227	+88%	+$941K	0.09%	110
2024 Q3	$1.08M	Buy	46,620 +6,045	+15%	+$138K	0.05%	145
2024 Q2	$919K	Buy	40,575 +9,355	+30%	+$211K	0.04%	146
2024 Q1	$709K	Buy	31,220 +10,875	+53%	+$247K	0.03%	160
2023 Q4	$465K	Buy	+20,345	New	+$459K	0.02%	192

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Howland Capital Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.1% in Q2 2026, selling an estimated $116K and leaving 155,612 shares worth $3.56M. The position accounts for 0.13% of the portfolio, ranked #98.

Howland Capital Management first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.83M in Q4 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Howland Capital Management held 155,612 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.56M as of Q2 2026.
Howland Capital Management sold 5,053 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $116K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.13% of Howland Capital Management's portfolio in Q2 2026, its #98 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Howland Capital Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $3.83M in Q4 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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