Lantz Financial’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Lantz Financial’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-84,152	Closed	-$2.09M	–	203
2023 Q3	$2.09M	Buy	84,152 +9,786	+13%	+$242K	0.83%	28
2023 Q2	$1.85M	Buy	74,366 +2,208	+3%	+$54.7K	0.72%	35
2023 Q1	$1.79M	Buy	+72,158	New	+$1.79M	0.74%	38

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lantz Financial's IBTD Position: Q4 2023 in Review

Lantz Financial sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 84,152 shares — an estimated $2.09M sold.

Lantz Financial first reported a position in IBTD in Q1 2023 and held it in 3 quarters. The position peaked at $2.09M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Lantz Financial reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Lantz Financial sold 84,152 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.09M.
Lantz Financial first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
Lantz Financial's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.09M in Q3 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Lantz Financial's 13F filing for Q4 2023, filed 12 Jan 2024.