Howland Capital Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.18M	Buy	141,960 +25,000	+21%	+$560K	0.11%	102
2026 Q1	$2.62M	Sell	116,960 -2,010	-2%	-$45.2K	0.1%	100
2025 Q4	$2.67M	Buy	118,970 +1,591	+1%	+$35.8K	0.1%	98
2025 Q3	$2.64M	Buy	117,379 +3,041	+3%	+$68.3K	0.1%	98
2025 Q2	$2.57M	Buy	114,338 +17,387	+18%	+$390K	0.1%	97
2025 Q1	$2.17M	Buy	96,951 +35,456	+58%	+$790K	0.1%	108
2024 Q4	$1.36M	Buy	61,495 +35,920	+140%	+$801K	0.06%	135
2024 Q3	$579K	Buy	25,575 +3,050	+14%	+$68.4K	0.03%	191
2024 Q2	$497K	Buy	22,525 +7,945	+54%	+$175K	0.02%	191
2024 Q1	$323K	Sell	14,580 -1,150	-7%	-$25.6K	0.02%	228
2023 Q4	$352K	Buy	+15,730	New	+$345K	0.02%	214

Other funds holding IBTH

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

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

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

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

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

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