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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 0.35% in Q2 2026, buying an estimated $6.07K and bringing the position to 86,561 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #130.

Howland Capital Management first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2026. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Howland Capital Management held 86,561 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.75M as of Q2 2026.
Howland Capital Management bought 300 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $6.07K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.06% of Howland Capital Management's portfolio in Q2 2026, its #130 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Howland Capital Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.76M in Q1 2026.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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