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 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

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lantz Financial's IBTH Position: Q2 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 16% in Q2 2026, buying an estimated $467K and bringing the position to 153,534 shares worth $3.43M. The position accounts for 0.63% of the portfolio, ranked #38.

Lantz Financial first reported a position in IBTH in Q3 2024 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Lantz Financial held 153,534 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.43M as of Q2 2026.
Lantz Financial bought 20,867 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $467K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.63% of Lantz Financial's portfolio in Q2 2026, its #38 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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