Lantz Financial
IBMP icon

Lantz Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Lantz Financial’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.19M Buy
46,952
+4,599
+11% +$117K 0.22% 109
2026
Q2 		$1.08M Buy
42,353
+2,081
+5% +$52.8K 0.2% 119
2026
Q1 		$1.02M Buy
40,272
+4,502
+13% +$115K 0.21% 117
2025
Q4 		$908K Buy
35,770
+594
+2% +$15.1K 0.19% 120
2025
Q3 		$896K Buy
35,176
+4,407
+14% +$112K 0.2% 119
2025
Q2 		$780K Buy
30,769
+119
+0.4% +$3K 0.19% 117
2025
Q1 		$775K Buy
30,650
+3,443
+13% +$86.9K 0.21% 113
2024
Q4 		$684K Buy
+27,207
New +$688K 0.18% 112

Other funds holding IBMP

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Lantz Financial's IBMP Position: Q3 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 11% in Q3 2026, buying an estimated $117K and bringing the position to 46,952 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #109.

Lantz Financial first reported a position in IBMP in Q4 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Lantz Financial held 46,952 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.19M as of Q3 2026.
  • Lantz Financial bought 4,599 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $117K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.22% of Lantz Financial's portfolio in Q3 2026, its #109 holding.
  • Lantz Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

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