Cannon Financial Strategists’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cannon Financial Strategists’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	58,868 +385	+0.7%	+$9.31K	0.16%	46
2026 Q1	$1.42M	Buy	58,483 +376	+0.6%	+$9.13K	0.19%	40
2025 Q4	$1.41M	Buy	58,107 +776	+1%	+$18.9K	0.2%	38
2025 Q3	$1.4M	Buy	57,331 +571	+1%	+$13.8K	0.2%	40
2025 Q2	$1.38M	Sell	56,760 -7,677	-12%	-$185K	0.22%	38
2025 Q1	$1.56M	Buy	64,437 +470	+0.7%	+$11.3K	0.27%	32
2024 Q4	$1.53M	Buy	63,967 +936	+1%	+$22.5K	0.26%	33
2024 Q3	$1.54M	Buy	63,031 +481	+0.8%	+$11.6K	0.27%	31
2024 Q2	$1.48M	Buy	62,550 +30,324	+94%	+$717K	0.28%	27
2024 Q1	$767K	Buy	32,226 +1,734	+6%	+$41.3K	0.15%	47
2023 Q4	$730K	Buy	30,492 +400	+1%	+$9.34K	0.16%	47
2023 Q3	$696K	Buy	30,092 +299	+1%	+$6.98K	0.18%	44
2023 Q2	$700K	Buy	+29,793	New	+$705K	0.19%	45

Other funds holding IBDS

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Cannon Financial Strategists increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.66% in Q2 2026, buying an estimated $9.31K and bringing the position to 58,868 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #46.

Cannon Financial Strategists first reported a position in IBDS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.56M in Q1 2025. 280 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Cannon Financial Strategists held 58,868 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.43M as of Q2 2026.
Cannon Financial Strategists bought 385 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $9.31K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.16% of Cannon Financial Strategists's portfolio in Q2 2026, its #46 holding.
Cannon Financial Strategists first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Cannon Financial Strategists's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.56M in Q1 2025.
280 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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