CFS
IBTE

Cannon Financial Strategists’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cannon Financial Strategists’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-62,488
Closed -$1.5M – 100
2024
Q3 		$1.5M Buy
62,488
+763
+1% +$18.3K 0.26% 32
2024
Q2 		$1.48M Buy
61,725
+714
+1% +$17.1K 0.28% 28
2024
Q1 		$1.46M Buy
61,011
+2,955
+5% +$70.6K 0.29% 26
2023
Q4 		$1.39M Buy
58,056
+848
+1% +$20.2K 0.3% 28
2023
Q3 		$1.36M Buy
57,208
+609
+1% +$14.5K 0.35% 25
2023
Q2 		$1.35M Buy
+56,599
New +$1.35M 0.37% 26

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Cannon Financial Strategists sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 62,488 shares — an estimated $1.5M sold.

Cannon Financial Strategists first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $1.5M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cannon Financial Strategists reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cannon Financial Strategists sold 62,488 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.5M.
  • Cannon Financial Strategists first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Cannon Financial Strategists's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.5M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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