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Cyr Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cyr Financial’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
60,207
+6,081
+11% +$154K 0.79% 21
2026
Q1 		$1.37M Sell
54,126
-1,225
-2% -$31.2K 0.81% 17
2025
Q4 		$1.41M Sell
55,351
-963
-2% -$24.5K 0.88% 15
2025
Q3 		$1.44M Buy
56,314
+990
+2% +$25.2K 0.98% 16
2025
Q2 		$1.41M Buy
55,324
+10,632
+24% +$268K 1.09% 13
2025
Q1 		$1.13M Buy
44,692
+885
+2% +$22.2K 1.01% 15
2024
Q4 		$1.09M Sell
43,807
-1,475
-3% -$37K 0.99% 15
2024
Q3 		$1.16M Sell
45,282
-1,616
-3% -$40.7K 1.08% 13
2024
Q2 		$1.16M Buy
+46,898
New +$1.16M 1.16% 10

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cyr Financial's IBDT Position: Q2 2026 in Review

Cyr Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 11% in Q2 2026, buying an estimated $154K and bringing the position to 60,207 shares worth $1.52M. The position accounts for 0.79% of the portfolio, ranked #21.

Cyr Financial first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Cyr Financial held 60,207 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.52M as of Q2 2026.
  • Cyr Financial bought 6,081 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $154K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.79% of Cyr Financial's portfolio in Q2 2026, its #21 holding.
  • Cyr Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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