Cannon Financial Strategists’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-62,944	Closed	-$1.47M	–	103
2025 Q3	$1.47M	Buy	62,944 +588	+0.9%	+$13.7K	0.21%	37
2025 Q2	$1.46M	Buy	62,356 +633	+1%	+$14.8K	0.23%	34
2025 Q1	$1.44M	Buy	61,723 +425	+0.7%	+$9.92K	0.25%	35
2024 Q4	$1.43M	Buy	61,298 +878	+1%	+$20.5K	0.25%	35
2024 Q3	$1.42M	Buy	60,420 +662	+1%	+$15.4K	0.25%	35
2024 Q2	$1.39M	Buy	59,758 +646	+1%	+$15K	0.26%	30
2024 Q1	$1.37M	Buy	59,112 +3,026	+5%	+$70.3K	0.27%	29
2023 Q4	$1.31M	Buy	56,086 +782	+1%	+$18.1K	0.28%	30
2023 Q3	$1.28M	Buy	55,304 +555	+1%	+$12.8K	0.32%	26
2023 Q2	$1.27M	Buy	+54,749	New	+$1.28M	0.35%	28

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

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

Cannon Financial Strategists sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 62,944 shares — an estimated $1.47M sold.

Cannon Financial Strategists first reported a position in IBTF in Q2 2023 and held it in 10 quarters. The position peaked at $1.47M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Cannon Financial Strategists reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Cannon Financial Strategists sold 62,944 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.47M.
Cannon Financial Strategists first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 10 quarters.
Cannon Financial Strategists's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.47M in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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