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Cannon Financial Strategists’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cannon Financial Strategists’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
64,967
+384
+0.6% +$8.6K 0.17% 45
2026
Q1 		$1.45M Buy
64,583
+341
+0.5% +$7.66K 0.19% 38
2025
Q4 		$1.44M Buy
64,242
+719
+1% +$16.2K 0.2% 36
2025
Q3 		$1.43M Buy
63,523
+550
+0.9% +$12.3K 0.2% 38
2025
Q2 		$1.42M Buy
62,973
+605
+1% +$13.6K 0.22% 36
2025
Q1 		$1.4M Buy
62,368
+346
+0.6% +$7.71K 0.24% 36
2024
Q4 		$1.38M Buy
62,022
+823
+1% +$18.3K 0.24% 38
2024
Q3 		$1.39M Buy
61,199
+554
+0.9% +$12.4K 0.24% 36
2024
Q2 		$1.34M Buy
60,645
+9,267
+18% +$204K 0.26% 32
2024
Q1 		$1.14M Buy
51,378
+3,143
+7% +$69.9K 0.22% 35
2023
Q4 		$1.08M Buy
48,235
+578
+1% +$12.7K 0.23% 35
2023
Q3 		$1.04M Buy
47,657
+450
+1% +$9.9K 0.27% 32
2023
Q2 		$1.05M Buy
+47,207
New +$1.06M 0.29% 35

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

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

Cannon Financial Strategists increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.59% in Q2 2026, buying an estimated $8.6K and bringing the position to 64,967 shares worth $1.45M. The position accounts for 0.17% of the portfolio, ranked #45.

Cannon Financial Strategists first reported a position in IBTH in Q2 2023 and has held it in 13 quarters since. 205 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Cannon Financial Strategists held 64,967 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.45M as of Q2 2026.
  • Cannon Financial Strategists bought 384 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $8.6K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.17% of Cannon Financial Strategists's portfolio in Q2 2026, its #45 holding.
  • Cannon Financial Strategists first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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