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Cannon Financial Strategists’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Cannon Financial Strategists’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98M Buy
103,207
+1,102
+1% +$53.2K 0.57% 19
2026
Q1 		$4.95M Buy
102,105
+18,309
+22% +$892K 0.65% 18
2025
Q4 		$4.09M Buy
83,796
+137
+0.2% +$6.68K 0.57% 18
2025
Q3 		$4.09M Sell
83,659
-144
-0.2% -$7K 0.58% 18
2025
Q2 		$4.08M Hold
83,803
– – 0.64% 18
2025
Q1 		$4.05M Buy
83,803
+152
+0.2% +$7.3K 0.7% 19
2024
Q4 		$4M Buy
83,651
+3,385
+4% +$162K 0.69% 18
2024
Q3 		$3.91M Sell
80,266
-209
-0.3% -$10.1K 0.68% 19
2024
Q2 		$3.81M Hold
80,475
– – 0.73% 17
2024
Q1 		$3.82M Sell
80,475
-2,302
-3% -$109K 0.75% 17
2023
Q4 		$3.94M Hold
82,777
– – 0.84% 17
2023
Q3 		$3.84M Sell
82,777
-26,913
-25% -$1.25M 0.98% 17
2023
Q2 		$5.12M Sell
109,690
-148,784
-58% -$6.99M 1.41% 16
2023
Q1 		$12.2M Sell
258,474
-20,766
-7% -$972K 4.13% 8
2022
Q4 		$13M Buy
279,240
+12,949
+5% +$599K 4.73% 8
2022
Q3 		$12.3M Buy
266,291
+15,756
+6% +$743K 4.83% 7
2022
Q2 		$11.9M Buy
250,535
+18,332
+8% +$875K 4.6% 6
2022
Q1 		$11.3M Sell
232,203
-12,384
-5% -$612K 4.07% 7
2021
Q4 		$12.3M Sell
244,587
-6,367
-3% -$322K 4.43% 7
2021
Q3 		$12.8M Buy
250,954
+12,071
+5% +$619K 4.96% 6
2021
Q2 		$12.3M Buy
238,883
+756
+0.3% +$38.8K 4.86% 6
2021
Q1 		$12.2M Buy
238,127
+151,734
+176% +$7.81M 5.24% 6
2020
Q4 		$4.46M Sell
86,393
-130
-0.2% -$6.7K 2.17% 12
2020
Q3 		$4.46M Buy
86,523
+323
+0.4% +$16.7K 2.45% 11
2020
Q2 		$4.44M Buy
86,200
+23,406
+37% +$1.2M 2.67% 11
2020
Q1 		$3.17M Sell
62,794
-2,494
-4% -$126K 2.36% 13
2019
Q4 		$3.29M Buy
65,288
+4,577
+8% +$231K 2.15% 12
2019
Q3 		$3.07M Buy
+60,711
New +$3.06M 2.35% 12

Other funds holding ISTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Cannon Financial Strategists increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.1% in Q2 2026, buying an estimated $53.2K and bringing the position to 103,207 shares worth $4.98M. The position accounts for 0.57% of the portfolio, ranked #19.

Cannon Financial Strategists first reported a position in ISTB in Q3 2019 and has held it in 28 quarters since. The position peaked at $13M in Q4 2022. 256 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Cannon Financial Strategists held 103,207 shares of iShares Core 1-5 Year USD Bond ETF worth $4.98M as of Q2 2026.
  • Cannon Financial Strategists bought 1,102 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $53.2K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.57% of Cannon Financial Strategists's portfolio in Q2 2026, its #19 holding.
  • Cannon Financial Strategists first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Cannon Financial Strategists's iShares Core 1-5 Year USD Bond ETF position peaked at $13M in Q4 2022.
  • 256 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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