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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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 13% in Q2 2026, buying an estimated $435K and bringing the position to 197,806 shares worth $3.87M. The position accounts for 0.14% of the portfolio, ranked #90.

Howland Capital Management first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Howland Capital Management held 197,806 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $3.87M as of Q2 2026.
  • Howland Capital Management bought 22,190 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $435K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.14% of Howland Capital Management's portfolio in Q2 2026, its #90 holding.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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