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

Lantz Financial’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.6M	Buy	157,454 +5,505	+4%	+$126K	0.66%	33
2026 Q2	$3.48M	Buy	151,949 +16,656	+12%	+$381K	0.64%	36
2026 Q1	$3.1M	Buy	135,293 +17,727	+15%	+$406K	0.64%	33
2025 Q4	$2.69M	Sell	117,566 -5,889	-5%	-$135K	0.57%	42
2025 Q3	$2.83M	Sell	123,455 -217	-0.2%	-$4.97K	0.63%	37
2025 Q2	$2.84M	Buy	123,672 +9,554	+8%	+$219K	0.71%	36
2025 Q1	$2.62M	Buy	114,118 +217	+0.2%	+$4.96K	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%	+$437K	0.75%	34
2024 Q2	$2.28M	Buy	100,467 +2,091	+2%	+$47.2K	0.71%	35
2024 Q1	$2.23M	Buy	98,376 +10,412	+12%	+$237K	0.72%	41
2023 Q4	$2.01M	Buy	+87,964	New	+$1.98M	0.73%	37

Other funds holding IBTG

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Lantz Financial's IBTG Position: Q3 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.6% in Q3 2026, buying an estimated $126K and bringing the position to 157,454 shares worth $3.6M. The position accounts for 0.66% of the portfolio, ranked #33.

Lantz Financial first reported a position in IBTG in Q4 2023 and has held it in 12 quarters since. 61 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

Lantz Financial held 157,454 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.6M as of Q3 2026.
Lantz Financial bought 5,505 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $126K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.66% of Lantz Financial's portfolio in Q3 2026, its #33 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
61 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

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