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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.65M	Buy	117,662 +17,445	+17%	+$392K	0.66%	42
2025 Q1	$2.25M	Buy	100,217 +1,205	+1%	+$27K	0.61%	42
2024 Q4	$2.2M	Buy	99,012 +10,926	+12%	+$243K	0.59%	50
2024 Q3	$1.99M	Buy	+88,086	New	+$1.99M	0.54%	57