Howland Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.6M	Sell	375,297 -38,143	-9%	-$973K	0.35%	61
2026 Q1	$10.6M	Buy	413,440 +3,620	+0.9%	+$92.9K	0.42%	55
2025 Q4	$10.5M	Buy	409,820 +49,300	+14%	+$1.26M	0.4%	54
2025 Q3	$9.24M	Buy	360,520 +21,845	+6%	+$559K	0.35%	58
2025 Q2	$8.61M	Buy	338,675 +5,760	+2%	+$145K	0.35%	57
2025 Q1	$8.42M	Buy	332,915 +33,500	+11%	+$846K	0.38%	56
2024 Q4	$7.54M	Buy	299,415 +129,000	+76%	+$3.27M	0.33%	59
2024 Q3	$4.37M	Buy	170,415 +99,765	+141%	+$2.53M	0.19%	75
2024 Q2	$1.77M	Buy	70,650 +29,960	+74%	+$750K	0.08%	105
2024 Q1	$1.03M	Buy	40,690 +12,290	+43%	+$312K	0.05%	135
2023 Q4	$727K	Buy	+28,400	New	+$706K	0.04%	157

Other funds holding IBMQ

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return