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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
Q2 		$3.16M Buy
72,412
+45,291
+167% +$1.98M 0.36% 28
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 $95.2B AUM 32.92% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cannon Financial Strategists increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 167% in Q2 2026, buying an estimated $1.98M and bringing the position to 72,412 shares worth $3.16M. The position accounts for 0.36% of the portfolio, ranked #28.

Cannon Financial Strategists first reported a position in IMTB in Q2 2022 and has held it in 17 quarters since. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Cannon Financial Strategists held 72,412 shares of iShares Core 5-10 Year USD Bond ETF worth $3.16M as of Q2 2026.
  • Cannon Financial Strategists bought 45,291 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $1.98M.
  • iShares Core 5-10 Year USD Bond ETF made up 0.36% of Cannon Financial Strategists's portfolio in Q2 2026, its #28 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 17 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

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