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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lantz Financial's IBMO Position: Q2 2026 in Review

Lantz Financial reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.27% in Q2 2026, selling an estimated $3.61K and leaving 52,703 shares worth $1.35M. The position accounts for 0.25% of the portfolio, ranked #99.

Lantz Financial first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Lantz Financial held 52,703 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.35M as of Q2 2026.
Lantz Financial sold 141 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $3.61K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.25% of Lantz Financial's portfolio in Q2 2026, its #99 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lantz Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.35M in Q1 2026.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.