HCM
IBMT

Howland Capital Management’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Howland Capital Management’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$370K Buy
14,360
+4,560
+47% +$117K 0.01% 231
2026
Q1 		$252K Buy
9,800
+800
+9% +$20.9K 0.01% 251
2025
Q4 		$234K Buy
+9,000
New +$233K 0.01% 253

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PWM
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QFA
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CCWA
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CFMC
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NDSI
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VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return