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 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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 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

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

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

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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