Lantz Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Lantz Financial’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	52,703 -141	-0.3%	-$3.61K	0.25%	99
2026 Q1	$1.35M	Buy	52,844 +10,240	+24%	+$263K	0.28%	95
2025 Q4	$1.09M	Sell	42,604 -1,001	-2%	-$25.6K	0.23%	110
2025 Q3	$1.12M	Buy	43,605 +3,136	+8%	+$80.4K	0.25%	106
2025 Q2	$1.04M	Buy	40,469 +1,036	+3%	+$26.4K	0.26%	95
2025 Q1	$1.01M	Buy	39,433 +78	+0.2%	+$1.99K	0.28%	93
2024 Q4	$1M	Buy	39,355 +8,742	+29%	+$223K	0.27%	90
2024 Q3	$785K	Buy	30,613 +5,773	+23%	+$147K	0.21%	104
2024 Q2	$629K	Sell	24,840 -975	-4%	-$24.6K	0.2%	109
2024 Q1	$654K	Buy	25,815 +5,016	+24%	+$128K	0.21%	105
2023 Q4	$531K	Buy	+20,799	New	+$522K	0.19%	110

Other funds holding IBMO

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return