Howland Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.67M	Buy	165,757 +26,070	+19%	+$578K	0.13%	96
2026 Q1	$3.11M	Buy	139,687 +13,865	+11%	+$310K	0.12%	95
2025 Q4	$2.81M	Buy	125,822 +266	+0.2%	+$5.96K	0.11%	96
2025 Q3	$2.81M	Buy	125,556 +568	+0.5%	+$12.7K	0.11%	94
2025 Q2	$2.79M	Buy	124,988 +10,325	+9%	+$230K	0.11%	92
2025 Q1	$2.55M	Buy	114,663 +76,714	+202%	+$1.69M	0.11%	95
2024 Q4	$831K	Buy	+37,949	New	+$837K	0.04%	161

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 19% in Q2 2026, buying an estimated $578K and bringing the position to 165,757 shares worth $3.67M. The position accounts for 0.13% of the portfolio, ranked #96.

Howland Capital Management first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Howland Capital Management held 165,757 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.67M as of Q2 2026.
Howland Capital Management bought 26,070 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $578K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.13% of Howland Capital Management's portfolio in Q2 2026, its #96 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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