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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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. 319 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.
319 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.