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

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Howland Capital Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 21% in Q2 2026, buying an estimated $560K and bringing the position to 141,960 shares worth $3.18M. The position accounts for 0.11% of the portfolio, ranked #102.

Howland Capital Management first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Howland Capital Management held 141,960 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.18M as of Q2 2026.
Howland Capital Management bought 25,000 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $560K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.11% of Howland Capital Management's portfolio in Q2 2026, its #102 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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