LF
IBTF

Lantz Financial’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Lantz Financial’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-119,558
Closed -$2.79M – 253
2025
Q3 		$2.79M Sell
119,558
-257
-0.2% -$6K 0.62% 39
2025
Q2 		$2.8M Buy
119,815
+9,419
+9% +$220K 0.7% 38
2025
Q1 		$2.58M Buy
110,396
+252
+0.2% +$5.88K 0.71% 36
2024
Q4 		$2.57M Sell
110,144
-6,794
-6% -$158K 0.68% 36
2024
Q3 		$2.74M Buy
116,938
+19,747
+20% +$460K 0.74% 35
2024
Q2 		$2.26M Buy
97,191
+903
+0.9% +$20.9K 0.7% 38
2024
Q1 		$2.24M Buy
96,288
+8,956
+10% +$208K 0.72% 40
2023
Q4 		$2.03M Sell
87,332
-2,813
-3% -$65K 0.73% 35
2023
Q3 		$2.08M Buy
90,145
+10,979
+14% +$253K 0.83% 29
2023
Q2 		$1.83M Buy
79,166
+2,745
+4% +$64.2K 0.72% 37
2023
Q1 		$1.8M Buy
+76,421
New +$1.79M 0.75% 35

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Lantz Financial's IBTF Position: Q4 2025 in Review

Lantz Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 119,558 shares — an estimated $2.79M sold.

Lantz Financial first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $2.8M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Lantz Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Lantz Financial sold 119,558 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.79M.
  • Lantz Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Lantz Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.8M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Lantz Financial's 13F filing for Q4 2025, filed 14 Jan 2026.