HCM
IBDP

Howland Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Howland Capital Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-568,238
Closed -$14.3M – 295
2024
Q3 		$14.3M Sell
568,238
-3,860
-0.7% -$97K 0.62% 48
2024
Q2 		$14.4M Buy
572,098
+18,165
+3% +$455K 0.69% 44
2024
Q1 		$13.9M Sell
553,933
-4,363
-0.8% -$109K 0.67% 43
2023
Q4 		$13.9M Buy
558,296
+70,554
+14% +$1.75M 0.73% 40
2023
Q3 		$12.1M Buy
487,742
+186,304
+62% +$4.59M 0.7% 39
2023
Q2 		$7.42M Buy
301,438
+103,312
+52% +$2.54M 0.43% 53
2023
Q1 		$4.87M Buy
198,126
+164,311
+486% +$4.03M 0.29% 65
2022
Q4 		$826K Buy
+33,815
New +$824K 0.05% 135

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Howland Capital Management's IBDP Position: Q4 2024 in Review

Howland Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 568,238 shares — an estimated $14.3M sold.

Howland Capital Management first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $14.4M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Howland Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Howland Capital Management sold 568,238 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $14.3M.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Howland Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $14.4M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Howland Capital Management's 13F filing for Q4 2024, filed 28 Jan 2025.