Howland Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.43M	Sell	134,931 -35,040	-21%	-$888K	0.12%	99
2026 Q1	$4.31M	Buy	169,971 +2,520	+2%	+$64.4K	0.17%	78
2025 Q4	$4.26M	Buy	167,451 +44,350	+36%	+$1.13M	0.16%	77
2025 Q3	$3.14M	Buy	123,101 +36,355	+42%	+$924K	0.12%	90
2025 Q2	$2.19M	Sell	86,746 -11,908	-12%	-$297K	0.09%	112
2025 Q1	$2.47M	Buy	98,654 +56,300	+133%	+$1.41M	0.11%	98
2024 Q4	$1.06M	Buy	42,354 +3,000	+8%	+$75.5K	0.05%	147
2024 Q3	$1M	Buy	+39,354	New	+$992K	0.04%	153

Other funds holding IBMR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LIA

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

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

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

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

Howland Capital Management reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 21% in Q2 2026, selling an estimated $888K and leaving 134,931 shares worth $3.43M. The position accounts for 0.12% of the portfolio, ranked #99.

Howland Capital Management first reported a position in IBMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.31M in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Howland Capital Management held 134,931 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.43M as of Q2 2026.
Howland Capital Management sold 35,040 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $888K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.12% of Howland Capital Management's portfolio in Q2 2026, its #99 holding.
Howland Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Howland Capital Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $4.31M in Q1 2026.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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