HCM
IBMM

Howland Capital Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Howland Capital Management’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,210
Closed -$606K – 296
2024
Q3 		$606K Sell
23,210
-150
-0.6% -$3.91K 0.03% 187
2024
Q2 		$608K Buy
23,360
+155
+0.7% +$4.03K 0.03% 176
2024
Q1 		$602K Sell
23,205
-5,165
-18% -$134K 0.03% 172
2023
Q4 		$736K Buy
28,370
+4,170
+17% +$108K 0.04% 156
2023
Q3 		$622K Buy
24,200
+5,600
+30% +$144K 0.04% 162
2023
Q2 		$479K Buy
18,600
+1,500
+9% +$38.6K 0.03% 189
2023
Q1 		$442K Buy
17,100
+3,000
+21% +$77.4K 0.03% 190
2022
Q4 		$363K Buy
+14,100
New +$362K 0.02% 195

Other funds holding IBMM

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

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

Howland Capital Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 23,210 shares — an estimated $606K sold.

Howland Capital Management first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $736K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Howland Capital Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Howland Capital Management sold 23,210 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $606K.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Howland Capital Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $736K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

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