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

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

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

Cambridge Financial Group (Arizona) held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 14,011 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #129.

Cambridge Financial Group (Arizona) first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $306K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Cambridge Financial Group (Arizona) held 14,011 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $303K as of Q2 2026.
Cambridge Financial Group (Arizona) left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.1% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #129 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Cambridge Financial Group (Arizona)'s iShares iBonds Dec 2029 Term Treasury ETF position peaked at $306K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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