Howland Capital Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Buy	86,561 +300	+0.3%	+$6.07K	0.06%	130
2026 Q1	$1.76M	Buy	86,261 +2,949	+4%	+$60.5K	0.07%	119
2025 Q4	$1.71M	Buy	83,312 +3,850	+5%	+$79.3K	0.07%	121
2025 Q3	$1.63M	Hold	79,462	–	–	0.06%	129
2025 Q2	$1.63M	Buy	79,462 +122	+0.2%	+$2.47K	0.07%	127
2025 Q1	$1.61M	Buy	79,340 +49,017	+162%	+$979K	0.07%	123
2024 Q4	$600K	Buy	+30,323	New	+$610K	0.03%	188

Other funds holding IBTL

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

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

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

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return