HCM
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Howland Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Howland Capital Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.29M Buy
247,525
+4,720
+2% +$120K 0.23% 71
2026
Q1 		$6.18M Buy
242,805
+2,470
+1% +$62.9K 0.24% 65
2025
Q4 		$6.1M Buy
240,335
+44,625
+23% +$1.13M 0.23% 65
2025
Q3 		$4.99M Buy
195,710
+9,765
+5% +$248K 0.19% 70
2025
Q2 		$4.71M Buy
185,945
+9,345
+5% +$235K 0.19% 75
2025
Q1 		$4.46M Buy
176,600
+11,736
+7% +$296K 0.2% 73
2024
Q4 		$4.14M Buy
164,864
+4,450
+3% +$113K 0.18% 78
2024
Q3 		$4.08M Buy
160,414
+94,539
+144% +$2.39M 0.18% 79
2024
Q2 		$1.65M Buy
65,875
+38,025
+137% +$950K 0.08% 110
2024
Q1 		$701K Buy
27,850
+13,100
+89% +$331K 0.03% 161
2023
Q4 		$375K Buy
+14,750
New +$366K 0.02% 208

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Howland Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.9% in Q2 2026, buying an estimated $120K and bringing the position to 247,525 shares worth $6.29M. The position accounts for 0.23% of the portfolio, ranked #71.

Howland Capital Management first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. 33 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Howland Capital Management held 247,525 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $6.29M as of Q2 2026.
  • Howland Capital Management bought 4,720 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $120K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.23% of Howland Capital Management's portfolio in Q2 2026, its #71 holding.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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