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Cannon Financial Strategists’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Cannon Financial Strategists’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
63,514
+361
+0.6% +$8.26K 0.17% 44
2026
Q1 		$1.45M Buy
63,153
+355
+0.6% +$8.13K 0.19% 39
2025
Q4 		$1.44M Buy
62,798
+723
+1% +$16.6K 0.2% 37
2025
Q3 		$1.42M Buy
62,075
+556
+0.9% +$12.7K 0.2% 39
2025
Q2 		$1.41M Buy
61,519
+603
+1% +$13.8K 0.22% 37
2025
Q1 		$1.4M Buy
60,916
+396
+0.7% +$9.05K 0.24% 37
2024
Q4 		$1.38M Buy
60,520
+825
+1% +$18.8K 0.24% 37
2024
Q3 		$1.38M Buy
59,695
+612
+1% +$14K 0.24% 37
2024
Q2 		$1.34M Buy
59,083
+610
+1% +$13.8K 0.26% 33
2024
Q1 		$1.33M Buy
58,473
+3,082
+6% +$70.1K 0.26% 30
2023
Q4 		$1.27M Buy
55,391
+683
+1% +$15.4K 0.27% 32
2023
Q3 		$1.23M Buy
54,708
+501
+0.9% +$11.3K 0.31% 28
2023
Q2 		$1.23M Buy
+54,207
New +$1.24M 0.34% 30

Other funds holding IBTG

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

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

Cannon Financial Strategists increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.57% in Q2 2026, buying an estimated $8.26K and bringing the position to 63,514 shares worth $1.45M. The position accounts for 0.17% of the portfolio, ranked #44.

Cannon Financial Strategists first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. 206 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Cannon Financial Strategists held 63,514 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.45M as of Q2 2026.
  • Cannon Financial Strategists bought 361 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $8.26K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.17% of Cannon Financial Strategists's portfolio in Q2 2026, its #44 holding.
  • Cannon Financial Strategists first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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