LF
IBTE

Lantz Financial’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Lantz Financial’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,605
Closed -$207K – 240
2024
Q3 		$207K Sell
8,605
-85,533
-91% -$2.05M 0.06% 219
2024
Q2 		$2.26M Buy
94,138
+279
+0.3% +$6.67K 0.7% 37
2024
Q1 		$2.25M Buy
93,859
+9,087
+11% +$217K 0.72% 39
2023
Q4 		$2.02M Sell
84,772
-3,117
-4% -$74.3K 0.73% 36
2023
Q3 		$2.1M Buy
87,889
+10,538
+14% +$251K 0.83% 26
2023
Q2 		$1.84M Buy
77,351
+2,539
+3% +$60.6K 0.72% 36
2023
Q1 		$1.8M Buy
+74,812
New +$1.79M 0.75% 36

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Lantz Financial's IBTE Position: Q4 2024 in Review

Lantz Financial sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 8,605 shares — an estimated $207K sold.

Lantz Financial first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $2.26M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Lantz Financial reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Lantz Financial sold 8,605 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $207K.
  • Lantz Financial first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Lantz Financial's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.26M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Lantz Financial's 13F filing for Q4 2024, filed 21 Jan 2025.