LF
IBML

Lantz Financial’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Lantz Financial’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,125
Closed -$232K – 197
2023
Q1 		$232K Buy
9,125
+552
+6% +$14K 0.1% 168
2022
Q4 		$217K Buy
+8,573
New +$217K 0.1% 170

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lantz Financial's IBML Position: Q2 2023 in Review

Lantz Financial sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2023, closing a stake of 9,125 shares — an estimated $232K sold.

Lantz Financial first reported a position in IBML in Q4 2022 and held it in 2 quarters. The position peaked at $232K in Q1 2023. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • Lantz Financial reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Lantz Financial sold 9,125 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $232K.
  • Lantz Financial first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Lantz Financial's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $232K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Lantz Financial's 13F filing for Q2 2023, filed 12 Jul 2023.