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

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

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

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

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

Blue Square Asset Management New York $247M AUM 28.81% 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

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM