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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Howland Capital Management reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 9.2% in Q2 2026, selling an estimated $973K and leaving 375,297 shares worth $9.6M. The position accounts for 0.35% of the portfolio, ranked #61.

Howland Capital Management first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Howland Capital Management held 375,297 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $9.6M as of Q2 2026.
Howland Capital Management sold 38,143 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $973K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.35% of Howland Capital Management's portfolio in Q2 2026, its #61 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Howland Capital Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $10.6M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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