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 Q3	$1.51M	Buy	60,517 +310	+0.5%	+$7.79K	0.73%	28
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Cyr Financial's IBDT Position: Q3 2026 in Review

Cyr Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.51% in Q3 2026, buying an estimated $7.79K and bringing the position to 60,517 shares worth $1.51M. The position accounts for 0.73% of the portfolio, ranked #28.

Cyr Financial first reported a position in IBDT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2026. 420 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Cyr Financial held 60,517 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.51M as of Q3 2026.
Cyr Financial bought 310 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $7.79K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.73% of Cyr Financial's portfolio in Q3 2026, its #28 holding.
Cyr Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
Cyr Financial's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.52M in Q2 2026.
420 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

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