LF
IBMM

Lantz Financial’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Lantz Financial’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,545
Closed -$536K – 242
2024
Q3 		$536K Buy
20,545
+46
+0.2% +$1.2K 0.15% 133
2024
Q2 		$534K Sell
20,499
-948
-4% -$24.6K 0.17% 125
2024
Q1 		$557K Buy
21,447
+3,089
+17% +$80.1K 0.18% 116
2023
Q4 		$476K Buy
18,358
+7,258
+65% +$187K 0.17% 119
2023
Q3 		$285K Buy
11,100
+338
+3% +$8.7K 0.11% 148
2023
Q2 		$277K Sell
10,762
-4,128
-28% -$106K 0.11% 153
2023
Q1 		$385K Buy
14,890
+449
+3% +$11.6K 0.16% 122
2022
Q4 		$372K Buy
+14,441
New +$371K 0.17% 124

Other funds holding IBMM

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

Lantz Financial's IBMM Position: Q4 2024 in Review

Lantz Financial sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 20,545 shares — an estimated $536K sold.

Lantz Financial first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $557K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Lantz Financial reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lantz Financial sold 20,545 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $536K.
  • Lantz Financial first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Lantz Financial's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $557K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Lantz Financial's 13F filing for Q4 2024, filed 21 Jan 2025.