Lantz Financial LLC Ishares Tr Ibonds December 202 Transaction History

Lantz Financial LLC

$434 Million
Q4 2025

A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Lantz Financial LLC holds 42,604 shares of IBMO stock, worth $1.09 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

42,604

Previous 43,605 2.3%

Holding current value

$1.09 Million

Previous $1.12 Million 2.42%

% of portfolio

0.25%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$25.52 - $25.62 $25,545 - $25,645	-1,001 Reduced 2.3%	42,604 $1.09 Million
Q3 2025 Nov 05, 2025	BUY	$25.58 - $25.72 $80,218 - $80,657	3,136 Added 7.75%	43,605 $1.12 Million
Q2 2025 Jul 11, 2025	BUY	$25.32 - $25.63 $26,231 - $26,552	1,036 Added 2.63%	40,469 $1.04 Million
Q1 2025 Apr 08, 2025	BUY	$25.45 - $25.6 $1,985 - $1,996	78 Added 0.2%	39,433 $1.01 Million
Q4 2024 Jan 21, 2025	BUY	$25.4 - $25.62 $222,046 - $223,970	8,742 Added 28.56%	39,355 $1 Million

Q3 2024 Oct 15, 2024	BUY	$25.26 - $25.66 $145,825 - $148,135	5,773 Added 23.24%	30,613 $785,000
Q2 2024 Jul 10, 2024	SELL	$25.16 - $25.33 $24,531 - $24,696	-975 Reduced 3.78%	24,840 $628,000
Q1 2024 Apr 10, 2024	BUY	$25.35 - $25.52 $127,155 - $128,008	5,016 Added 24.12%	25,815 $654,000
Q4 2023 Jan 12, 2024	BUY	$24.71 - $25.52 $513,943 - $530,790	20,799 New	20,799 $530,000

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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Lantz Financial LLC Ishares Tr Ibonds December 202 Transaction History