Lantz Financial’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Lantz Financial’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.56M	Buy	159,359 +5,825	+4%	+$130K	0.65%	36
2026 Q2	$3.43M	Buy	153,534 +20,867	+16%	+$467K	0.63%	38
2026 Q1	$2.98M	Buy	132,667 +15,866	+14%	+$356K	0.62%	40
2025 Q4	$2.62M	Sell	116,801 -3,627	-3%	-$81.6K	0.55%	47
2025 Q3	$2.71M	Buy	120,428 +2,766	+2%	+$62.1K	0.6%	41
2025 Q2	$2.65M	Buy	117,662 +17,445	+17%	+$391K	0.66%	42
2025 Q1	$2.25M	Buy	100,217 +1,205	+1%	+$26.8K	0.61%	42
2024 Q4	$2.2M	Buy	99,012 +10,926	+12%	+$244K	0.59%	50
2024 Q3	$1.99M	Buy	+88,086	New	+$1.98M	0.54%	57

Other funds holding IBTH

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

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

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

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

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

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

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Lantz Financial's IBTH Position: Q3 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.8% in Q3 2026, buying an estimated $130K and bringing the position to 159,359 shares worth $3.56M. The position accounts for 0.65% of the portfolio, ranked #36.

Lantz Financial first reported a position in IBTH in Q3 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Lantz Financial held 159,359 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.56M as of Q3 2026.
Lantz Financial bought 5,825 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $130K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.65% of Lantz Financial's portfolio in Q3 2026, its #36 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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