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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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. 423 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.
423 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.