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Cannon Financial Strategists’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cannon Financial Strategists’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$988K Buy
40,778
+242
+0.6% +$5.86K 0.11% 56
2026
Q1 		$983K Buy
40,536
+244
+0.6% +$5.91K 0.13% 51
2025
Q4 		$976K Buy
40,292
+498
+1% +$12.1K 0.14% 49
2025
Q3 		$967K Buy
39,794
+372
+0.9% +$9.01K 0.14% 50
2025
Q2 		$956K Buy
39,422
+400
+1% +$9.66K 0.15% 49
2025
Q1 		$945K Buy
39,022
+271
+0.7% +$6.54K 0.16% 47
2024
Q4 		$933K Buy
38,751
+543
+1% +$13.1K 0.16% 49
2024
Q3 		$928K Buy
38,208
+401
+1% +$9.65K 0.16% 49
2024
Q2 		$901K Buy
37,807
+388
+1% +$9.21K 0.17% 45
2024
Q1 		$892K Buy
37,419
+1,738
+5% +$41.4K 0.18% 44
2023
Q4 		$853K Buy
35,681
+438
+1% +$10.3K 0.18% 43
2023
Q3 		$823K Buy
35,243
+308
+0.9% +$7.21K 0.21% 41
2023
Q2 		$820K Buy
+34,935
New +$825K 0.23% 43

Other funds holding IBDR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cannon Financial Strategists's IBDR Position: Q2 2026 in Review

Cannon Financial Strategists increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.6% in Q2 2026, buying an estimated $5.86K and bringing the position to 40,778 shares worth $988K. The position accounts for 0.11% of the portfolio, ranked #56.

Cannon Financial Strategists first reported a position in IBDR in Q2 2023 and has held it in 13 quarters since. 279 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Cannon Financial Strategists held 40,778 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $988K as of Q2 2026.
  • Cannon Financial Strategists bought 242 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $5.86K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Cannon Financial Strategists's portfolio in Q2 2026, its #56 holding.
  • Cannon Financial Strategists first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.