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Cannon Financial Strategists’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Cannon Financial Strategists’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19M Buy
27,121
+709
+3% +$31.3K 0.16% 44
2025
Q4 		$1.17M Buy
26,412
+190
+0.7% +$8.41K 0.16% 43
2025
Q3 		$1.16M Sell
26,222
-332
-1% -$14.5K 0.17% 45
2025
Q2 		$1.16M Sell
26,554
-1,977
-7% -$85K 0.18% 45
2025
Q1 		$1.24M Sell
28,531
-2,680
-9% -$115K 0.21% 42
2024
Q4 		$1.32M Buy
31,211
+3,305
+12% +$143K 0.23% 39
2024
Q3 		$1.24M Buy
27,906
+205
+0.7% +$8.98K 0.22% 42
2024
Q2 		$1.18M Sell
27,701
-1,523
-5% -$64.3K 0.23% 36
2024
Q1 		$1.25M Sell
29,224
-11,652
-29% -$499K 0.25% 32
2023
Q4 		$1.78M Buy
40,876
+15,966
+64% +$663K 0.38% 23
2023
Q3 		$1.03M Sell
24,910
-16,965
-41% -$717K 0.26% 33
2023
Q2 		$1.8M Sell
41,875
-3,995
-9% -$174K 0.5% 21
2023
Q1 		$2.01M Sell
45,870
-3,635
-7% -$158K 0.68% 17
2022
Q4 		$2.12M Sell
49,505
-5,971
-11% -$254K 0.77% 19
2022
Q3 		$2.34M Buy
55,476
+4,057
+8% +$181K 0.92% 19
2022
Q2 		$2.3M Buy
+51,419
New +$2.33M 0.89% 19

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cannon Financial Strategists's IMTB Position: Q1 2026 in Review

Cannon Financial Strategists increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 2.7% in Q1 2026, buying an estimated $31.3K and bringing the position to 27,121 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #44.

Cannon Financial Strategists first reported a position in IMTB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q3 2022. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Cannon Financial Strategists held 27,121 shares of iShares Core 5-10 Year USD Bond ETF worth $1.19M as of Q1 2026.
  • Cannon Financial Strategists bought 709 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $31.3K.
  • iShares Core 5-10 Year USD Bond ETF made up 0.16% of Cannon Financial Strategists's portfolio in Q1 2026, its #44 holding.
  • Cannon Financial Strategists first reported a position in iShares Core 5-10 Year USD Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Cannon Financial Strategists's iShares Core 5-10 Year USD Bond ETF position peaked at $2.34M in Q3 2022.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.