Howland Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.82M	Buy	176,332 +23,996	+16%	+$521K	0.14%	93
2026 Q1	$3.33M	Buy	152,336 +12,173	+9%	+$267K	0.13%	93
2025 Q4	$3.08M	Buy	140,163 +1,068	+0.8%	+$23.5K	0.12%	95
2025 Q3	$3.05M	Buy	139,095 +718	+0.5%	+$15.7K	0.12%	91
2025 Q2	$3.03M	Buy	138,377 +6,311	+5%	+$137K	0.12%	90
2025 Q1	$2.88M	Buy	132,066 +92,888	+237%	+$2M	0.13%	89
2024 Q4	$836K	Buy	+39,178	New	+$844K	0.04%	160

Other funds holding IBTJ

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HPC

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 16% in Q2 2026, buying an estimated $521K and bringing the position to 176,332 shares worth $3.82M. The position accounts for 0.14% of the portfolio, ranked #93.

Howland Capital Management first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Howland Capital Management held 176,332 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $3.82M as of Q2 2026.
Howland Capital Management bought 23,996 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $521K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.14% of Howland Capital Management's portfolio in Q2 2026, its #93 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
49 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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