CFS
IBDQ

Cannon Financial Strategists’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cannon Financial Strategists’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-39,206
Closed -$988K – 102
2025
Q3 		$988K Buy
39,206
+367
+0.9% +$9.22K 0.14% 49
2025
Q2 		$978K Buy
38,839
+383
+1% +$9.62K 0.15% 48
2025
Q1 		$967K Buy
38,456
+253
+0.7% +$6.35K 0.17% 46
2024
Q4 		$957K Buy
38,203
+490
+1% +$12.3K 0.16% 47
2024
Q3 		$947K Buy
37,713
+363
+1% +$9.06K 0.17% 48
2024
Q2 		$929K Buy
37,350
+354
+1% +$8.77K 0.18% 44
2024
Q1 		$918K Buy
36,996
+1,666
+5% +$41.3K 0.18% 43
2023
Q4 		$875K Buy
35,330
+411
+1% +$10.1K 0.19% 41
2023
Q3 		$851K Buy
34,919
+288
+0.8% +$7.02K 0.22% 40
2023
Q2 		$844K Buy
+34,631
New +$848K 0.23% 42

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cannon Financial Strategists's IBDQ Position: Q4 2025 in Review

Cannon Financial Strategists sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 39,206 shares — an estimated $988K sold.

Cannon Financial Strategists first reported a position in IBDQ in Q2 2023 and held it in 10 quarters. The position peaked at $988K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Cannon Financial Strategists reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Cannon Financial Strategists sold 39,206 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $988K.
  • Cannon Financial Strategists first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 10 quarters.
  • Cannon Financial Strategists's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $988K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Cannon Financial Strategists's 13F filing for Q4 2025, filed 4 Feb 2026.