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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Lantz Financial's IBTG Position: Q2 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 12% in Q2 2026, buying an estimated $381K and bringing the position to 151,949 shares worth $3.48M. The position accounts for 0.64% of the portfolio, ranked #36.

Lantz Financial first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Lantz Financial held 151,949 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.48M as of Q2 2026.
Lantz Financial bought 16,656 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $381K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.64% of Lantz Financial's portfolio in Q2 2026, its #36 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.