Lantz Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Lantz Financial’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Buy	156,113 +21,317	+16%	+$473K	0.63%	37
2026 Q1	$3M	Buy	134,796 +15,715	+13%	+$351K	0.62%	38
2025 Q4	$2.66M	Buy	+119,081	New	+$2.67M	0.56%	43

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Lantz Financial's IBTI Position: Q2 2026 in Review

Lantz Financial increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 16% in Q2 2026, buying an estimated $473K and bringing the position to 156,113 shares worth $3.46M. The position accounts for 0.63% of the portfolio, ranked #37.

Lantz Financial first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Lantz Financial held 156,113 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.46M as of Q2 2026.
Lantz Financial bought 21,317 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $473K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.63% of Lantz Financial's portfolio in Q2 2026, its #37 holding.
Lantz Financial first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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