Cambridge Financial Group (Arizona)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$530K	Hold	23,712	–	–	0.17%	98
2026 Q1	$532K	Hold	23,712	–	–	0.18%	98
2025 Q4	$527K	Sell	23,712 -323	-1%	-$7.26K	0.18%	91
2025 Q3	$541K	Hold	24,035	–	–	0.17%	96
2025 Q2	$541K	Buy	24,035 +646	+3%	+$14.5K	0.2%	76
2025 Q1	$524K	Buy	23,389 +222	+1%	+$4.94K	0.22%	77
2024 Q4	$514K	Hold	23,167	–	–	0.22%	73
2024 Q3	$524K	Buy	23,167 +813	+4%	+$18.2K	0.22%	75
2024 Q2	$493K	Buy	+22,354	New	+$491K	0.23%	74

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 23,712 shares worth $530K. The position accounts for 0.17% of the portfolio, ranked #98.

Cambridge Financial Group (Arizona) first reported a position in IBTH in Q2 2024 and has held it in 9 quarters since. The position peaked at $541K in Q3 2025. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Cambridge Financial Group (Arizona) held 23,712 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $530K as of Q2 2026.
Cambridge Financial Group (Arizona) left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.17% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #98 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Cambridge Financial Group (Arizona)'s iShares iBonds Dec 2027 Term Treasury ETF position peaked at $541K in Q3 2025.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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