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 Q3	$1.36M	Buy	53,214 +511	+1%	+$13.1K	0.25%	97
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Lantz Financial's IBMO Position: Q3 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.97% in Q3 2026, buying an estimated $13.1K and bringing the position to 53,214 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #97.

Lantz Financial first reported a position in IBMO in Q4 2023 and has held it in 12 quarters since. 53 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

Lantz Financial held 53,214 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.36M as of Q3 2026.
Lantz Financial bought 511 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2026, an estimated $13.1K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.25% of Lantz Financial's portfolio in Q3 2026, its #97 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.