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Cyr Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cyr Financial’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Buy
+12,156
New +$294K 0.15% 50
2025
Q4 		– Sell
-9,575
Closed -$233K – 65
2025
Q3 		$233K Buy
+9,575
New +$232K 0.16% 53

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Cyr Financial's IBDS Position: Q2 2026 in Review

Cyr Financial opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 12,156 shares worth $294K. The stake represents 0.15% of the portfolio and ranks #50 among its holdings. This is a return to the name: Cyr Financial previously reported a position in IBDS as recently as Q3 2025.

Cyr Financial first reported a position in IBDS in Q3 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Cyr Financial held 12,156 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $294K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF was a new Cyr Financial position in Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.15% of Cyr Financial's portfolio in Q2 2026, its #50 holding.
  • Cyr Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.