Lantz Financial’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.84M Buy
123,672
+9,554
+8% +$219K 0.71% 36
2025
Q1
$2.62M Buy
114,118
+217
+0.2% +$4.98K 0.72% 34
2024
Q4
$2.6M Sell
113,901
-5,663
-5% -$129K 0.69% 34
2024
Q3
$2.76M Buy
119,564
+19,097
+19% +$440K 0.75% 34
2024
Q2
$2.28M Buy
100,467
+2,091
+2% +$47.4K 0.71% 35
2024
Q1
$2.23M Buy
98,376
+10,412
+12% +$236K 0.72% 41
2023
Q4
$2.01M Buy
+87,964
New +$2.01M 0.73% 37