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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return