Howland Capital Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-32,240	Closed	-$749K	–	276
2025 Q3	$749K	Hold	32,240	–	–	0.03%	171
2025 Q2	$750K	Hold	32,240	–	–	0.03%	172
2025 Q1	$749K	Hold	32,240	–	–	0.03%	171
2024 Q4	$748K	Hold	32,240	–	–	0.03%	171
2024 Q3	$751K	Hold	32,240	–	–	0.03%	171
2024 Q2	$750K	Buy	32,240 +9,390	+41%	+$219K	0.04%	158
2024 Q1	$534K	Sell	22,850 -580	-2%	-$13.5K	0.03%	184
2023 Q4	$541K	Sell	23,430 -1,300	-5%	-$29.8K	0.03%	182
2023 Q3	$567K	Buy	+24,730	New	+$567K	0.03%	167

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Howland Capital Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 32,240 shares — an estimated $749K sold.

Howland Capital Management first reported a position in IBHE in Q3 2023 and held it in 9 quarters. The position peaked at $751K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Howland Capital Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Howland Capital Management sold 32,240 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $749K.
Howland Capital Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2023 and held it in 9 quarters.
Howland Capital Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $751K in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

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