Cyr Financial
IBDS icon

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
Q3 		$289K Sell
11,984
-172
-1% -$4.16K 0.14% 51
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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Cyr Financial's IBDS Position: Q3 2026 in Review

Cyr Financial reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.4% in Q3 2026, selling an estimated $4.16K and leaving 11,984 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #51.

Cyr Financial first reported a position in IBDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $294K in Q2 2026. 166 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Cyr Financial held 11,984 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $289K as of Q3 2026.
  • Cyr Financial sold 172 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $4.16K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.14% of Cyr Financial's portfolio in Q3 2026, its #51 holding.
  • Cyr Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Cyr Financial's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $294K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.