Lantz Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Lantz Financial’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.35M	Buy	53,620 +4,313	+9%	+$110K	0.25%	99
2026 Q2	$1.26M	Buy	49,307 +2,143	+5%	+$54.7K	0.23%	105
2026 Q1	$1.2M	Buy	47,164 +3,916	+9%	+$100K	0.25%	108
2025 Q4	$1.11M	Buy	+43,248	New	+$1.1M	0.23%	109

Other funds holding IBMQ

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

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

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

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

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

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

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

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

Lantz Financial's IBMQ Position: Q3 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 8.7% in Q3 2026, buying an estimated $110K and bringing the position to 53,620 shares worth $1.35M. The position accounts for 0.25% of the portfolio, ranked #99.

Lantz Financial first reported a position in IBMQ in Q4 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Lantz Financial held 53,620 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.35M as of Q3 2026.
Lantz Financial bought 4,313 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $110K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.25% of Lantz Financial's portfolio in Q3 2026, its #99 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

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