CFS
IBDP

Cannon Financial Strategists’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cannon Financial Strategists’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39,521
Closed -$996K – 101
2024
Q3 		$996K Buy
39,521
+443
+1% +$11.1K 0.17% 47
2024
Q2 		$982K Buy
39,078
+393
+1% +$9.85K 0.19% 40
2024
Q1 		$969K Buy
38,685
+1,648
+4% +$41.2K 0.19% 41
2023
Q4 		$923K Buy
37,037
+393
+1% +$9.74K 0.2% 39
2023
Q3 		$906K Buy
36,644
+276
+0.8% +$6.8K 0.23% 38
2023
Q2 		$895K Buy
+36,368
New +$894K 0.25% 39

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cannon Financial Strategists's IBDP Position: Q4 2024 in Review

Cannon Financial Strategists sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 39,521 shares — an estimated $996K sold.

Cannon Financial Strategists first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $996K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Cannon Financial Strategists reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Cannon Financial Strategists sold 39,521 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $996K.
  • Cannon Financial Strategists first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
  • Cannon Financial Strategists's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $996K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Cannon Financial Strategists's 13F filing for Q4 2024, filed 3 Feb 2025.