Howland Capital Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.87M	Buy	197,806 +22,190	+13%	+$435K	0.14%	90
2026 Q1	$3.46M	Buy	175,616 +13,100	+8%	+$260K	0.14%	90
2025 Q4	$3.23M	Buy	162,516 +988	+0.6%	+$19.7K	0.12%	93
2025 Q3	$3.21M	Buy	161,528 +36,285	+29%	+$718K	0.12%	88
2025 Q2	$2.48M	Buy	125,243 +543	+0.4%	+$10.7K	0.1%	101
2025 Q1	$2.45M	Buy	124,700 +91,775	+279%	+$1.78M	0.11%	99
2024 Q4	$632K	Buy	+32,925	New	+$641K	0.03%	184

Other funds holding IBTK

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

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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