HCM
IBDQ

Howland Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Howland Capital Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-973,740
Closed -$24.5M – 275
2025
Q3 		$24.5M Sell
973,740
-5,000
-0.5% -$126K 0.93% 35
2025
Q2 		$24.6M Sell
978,740
-10,543
-1% -$265K 1% 36
2025
Q1 		$24.9M Buy
989,283
+26,341
+3% +$661K 1.11% 33
2024
Q4 		$24.1M Buy
962,942
+60,818
+7% +$1.52M 1.06% 29
2024
Q3 		$22.6M Buy
902,124
+117,797
+15% +$2.94M 0.98% 33
2024
Q2 		$19.5M Buy
784,327
+130,056
+20% +$3.22M 0.93% 33
2024
Q1 		$16.2M Buy
654,271
+70,856
+12% +$1.75M 0.78% 39
2023
Q4 		$14.4M Buy
583,415
+135,385
+30% +$3.32M 0.76% 39
2023
Q3 		$10.9M Buy
448,030
+199,044
+80% +$4.85M 0.64% 43
2023
Q2 		$6.07M Buy
248,986
+78,600
+46% +$1.92M 0.35% 57
2023
Q1 		$4.18M Buy
+170,386
New +$4.16M 0.25% 68

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Howland Capital Management's IBDQ Position: Q4 2025 in Review

Howland Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 973,740 shares — an estimated $24.5M sold.

Howland Capital Management first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $24.9M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Howland Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Howland Capital Management sold 973,740 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $24.5M.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • Howland Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $24.9M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Howland Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.