HCM
IBTE

Howland Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Howland Capital Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-67,726
Closed -$1.63M – 294
2024
Q3 		$1.63M Buy
67,726
+4,385
+7% +$105K 0.07% 118
2024
Q2 		$1.52M Sell
63,341
-1,380
-2% -$33K 0.07% 114
2024
Q1 		$1.55M Buy
64,721
+392
+0.6% +$9.37K 0.07% 113
2023
Q4 		$1.53M Buy
64,329
+28,707
+81% +$684K 0.08% 114
2023
Q3 		$849K Buy
35,622
+3,567
+11% +$84.9K 0.05% 138
2023
Q2 		$763K Buy
32,055
+4,800
+18% +$115K 0.04% 147
2023
Q1 		$654K Buy
+27,255
New +$651K 0.04% 159

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Howland Capital Management's IBTE Position: Q4 2024 in Review

Howland Capital Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 67,726 shares — an estimated $1.63M sold.

Howland Capital Management first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $1.63M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Howland Capital Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Howland Capital Management sold 67,726 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.63M.
  • Howland Capital Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Howland Capital Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.63M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Howland Capital Management's 13F filing for Q4 2024, filed 28 Jan 2025.