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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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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. 58 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.
  • 58 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.