HCM
IBMO icon

Howland Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Howland Capital Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.48M Sell
174,672
-9,504
-5% -$244K 0.16% 81
2026
Q1 		$4.72M Sell
184,176
-9,880
-5% -$254K 0.19% 71
2025
Q4 		$4.98M Buy
194,056
+1,300
+0.7% +$33.3K 0.19% 70
2025
Q3 		$4.95M Buy
192,756
+3,950
+2% +$101K 0.19% 71
2025
Q2 		$4.84M Buy
188,806
+7,120
+4% +$182K 0.2% 74
2025
Q1 		$4.64M Buy
181,686
+16,331
+10% +$417K 0.21% 72
2024
Q4 		$4.21M Buy
165,355
+2,650
+2% +$67.6K 0.18% 76
2024
Q3 		$4.17M Buy
162,705
+60,040
+58% +$1.53M 0.18% 78
2024
Q2 		$2.6M Buy
102,665
+32,855
+47% +$830K 0.12% 87
2024
Q1 		$1.77M Buy
69,810
+29,930
+75% +$761K 0.09% 105
2023
Q4 		$1.02M Buy
39,880
+17,400
+77% +$437K 0.05% 130
2023
Q3 		$558K Buy
22,480
+4,800
+27% +$120K 0.03% 169
2023
Q2 		$445K Buy
17,680
+420
+2% +$10.6K 0.03% 194
2023
Q1 		$441K Buy
17,260
+3,000
+21% +$76.1K 0.03% 192
2022
Q4 		$359K Buy
+14,260
New +$356K 0.02% 196

Other funds holding IBMO

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

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

Howland Capital Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 5.2% in Q2 2026, selling an estimated $244K and leaving 174,672 shares worth $4.48M. The position accounts for 0.16% of the portfolio, ranked #81.

Howland Capital Management first reported a position in IBMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.98M in Q4 2025. 57 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Howland Capital Management held 174,672 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $4.48M as of Q2 2026.
  • Howland Capital Management sold 9,504 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.16% of Howland Capital Management's portfolio in Q2 2026, its #81 holding.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Howland Capital Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $4.98M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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