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

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

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

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

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

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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