Lantz Financial LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Lantz Financial LLC

$434 Million
Q4 2025

A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Lantz Financial LLC holds 43,248 shares of IBMQ stock, worth $1.1 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

43,248

Holding current value

$1.1 Million

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 14, 2026	BUY	$25.48 - $25.62 $1.1 Million - $1.11 Million	43,248 New	43,248 $1.1 Million

Others Institutions Holding IBMQ

# of Institutions

181

Shares Held

18.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.12M
Shares

$53.9 Million
0.0% of portfolio
Vishria Bird Financial Group, LLC

1.14M
Shares

$29.2 Million
6.63% of portfolio
Clearstead Advisors, LLC Cleveland, OH

913K
Shares

$23.3 Million
0.32% of portfolio
Mercer Global Advisors Inc Denver, CO

900K
Shares

$23 Million
0.04% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.2 Million
0.54% of portfolio

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
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Lantz Financial LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History