Cambridge Financial Group (Arizona)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Hold	14,011	–	–	0.1%	129
2026 Q1	$306K	Hold	14,011	–	–	0.1%	137
2025 Q4	$299K	Buy	14,011 +121	+0.9%	+$2.66K	0.1%	136
2025 Q3	$305K	Hold	13,890	–	–	0.1%	142
2025 Q2	$304K	Hold	13,890	–	–	0.11%	115
2025 Q1	$302K	Hold	13,890	–	–	0.13%	108
2024 Q4	$296K	Buy	13,890 +785	+6%	+$16.9K	0.13%	106
2024 Q3	$290K	Hold	13,105	–	–	0.12%	108
2024 Q2	$280K	Buy	+13,105	New	+$278K	0.13%	105

Other funds holding IBTJ

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return