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Cambridge Financial Group (Arizona)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$700K Buy
30,598
+5,419
+22% +$124K 0.22% 75
2026
Q1 		$577K Buy
+25,179
New +$577K 0.2% 86

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IBTG Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 22% in Q2 2026, buying an estimated $124K and bringing the position to 30,598 shares worth $700K. The position accounts for 0.22% of the portfolio, ranked #75.

Cambridge Financial Group (Arizona) first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 30,598 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $700K as of Q2 2026.
  • Cambridge Financial Group (Arizona) bought 5,419 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $124K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.22% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #75 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.