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

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lantz Financial's IBMP Position: Q2 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 5.2% in Q2 2026, buying an estimated $52.8K and bringing the position to 42,353 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #119.

Lantz Financial first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Lantz Financial held 42,353 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $1.08M as of Q2 2026.
Lantz Financial bought 2,081 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $52.8K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.2% of Lantz Financial's portfolio in Q2 2026, its #119 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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