Howland Capital Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-46,655	Closed	-$1.16M	–	259
2023 Q3	$1.16M	Buy	46,655 +700	+2%	+$17.3K	0.07%	123
2023 Q2	$1.14M	Buy	45,955 +6,030	+15%	+$149K	0.07%	120
2023 Q1	$991K	Buy	+39,925	New	+$988K	0.06%	126

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Howland Capital Management's IBTD Position: Q4 2023 in Review

Howland Capital Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 46,655 shares — an estimated $1.16M sold.

Howland Capital Management first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $1.16M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Howland Capital Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Howland Capital Management sold 46,655 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $1.16M.
Howland Capital Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Howland Capital Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.16M in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Howland Capital Management's 13F filing for Q4 2023, filed 23 Jan 2024.