A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Lantz Financial LLC holds 117,662 shares of IBTH stock, worth $2.63 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
117,662
Previous 100,217 17.41%
Holding current value
$2.63 Million
Previous $2.25 Million 17.76%
% of portfolio
0.7%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

BUY
$22.3 - $22.57 $389,023 - $393,733
17,445 Added 17.41%
117,662 $2.65 Million
Q1 2025

Apr 08, 2025

BUY
$22.11 - $22.43 $26,642 - $27,028
1,205 Added 1.22%
100,217 $2.25 Million
Q4 2024

Jan 21, 2025

BUY
$22.1 - $22.59 $241,464 - $246,818
10,926 Added 12.4%
99,012 $2.2 Million
Q3 2024

Oct 15, 2024

BUY
$21.96 - $22.69 $1.93 Million - $2 Million
88,086 New
88,086 $1.99 Million

Others Institutions Holding IBTH

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track Lantz Financial LLC Portfolio

Follow Lantz Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.