CFGA
IBTE

Cambridge Financial Group (Arizona)’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-43,324
Closed -$1.04M – 135
2024
Q3 		$1.04M Buy
43,324
+14,664
+51% +$351K 0.43% 50
2024
Q2 		$687K Buy
28,660
+2,962
+12% +$70.8K 0.31% 65
2024
Q1 		$615K Buy
25,698
+15,747
+158% +$376K 0.29% 66
2023
Q4 		$237K Buy
+9,951
New +$237K 0.12% 108

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IBTE Position: Q4 2024 in Review

Cambridge Financial Group (Arizona) sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 43,324 shares — an estimated $1.04M sold.

Cambridge Financial Group (Arizona) first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $1.04M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cambridge Financial Group (Arizona) reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cambridge Financial Group (Arizona) sold 43,324 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.04M.
  • Cambridge Financial Group (Arizona) first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Cambridge Financial Group (Arizona)'s iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.04M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q4 2024, filed 9 Sep 2025.