CFGA
IBTI icon

Cambridge Financial Group (Arizona)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Hold
11,498
– – 0.08% 138
2026
Q1 		$256K Hold
11,498
– – 0.09% 148
2025
Q4 		$255K Sell
11,498
-206
-2% -$4.61K 0.09% 148
2025
Q3 		$262K Hold
11,704
– – 0.08% 150
2025
Q2 		$262K Hold
11,704
– – 0.1% 129
2025
Q1 		$260K Buy
11,704
+636
+6% +$14K 0.11% 122
2024
Q4 		$242K Hold
11,068
– – 0.1% 119
2024
Q3 		$249K Buy
+11,068
New +$246K 0.1% 118

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 11,498 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #138.

Cambridge Financial Group (Arizona) first reported a position in IBTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $262K in Q3 2025. 81 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 11,498 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $255K as of Q2 2026.
  • Cambridge Financial Group (Arizona) left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.08% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #138 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Financial Group (Arizona)'s iShares iBonds Dec 2028 Term Treasury ETF position peaked at $262K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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