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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return