Cyr Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cyr Financial’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.45M	Sell	64,095 -1,524	-2%	-$35K	0.71%	29
2026 Q2	$1.52M	Buy	65,619 +5,771	+10%	+$134K	0.79%	22
2026 Q1	$1.39M	Sell	59,848 -1,765	-3%	-$41.3K	0.82%	15
2025 Q4	$1.44M	Buy	61,613 +457	+0.7%	+$10.7K	0.9%	14
2025 Q3	$1.44M	Buy	61,156 +11,517	+23%	+$269K	0.98%	17
2025 Q2	$1.16M	Buy	49,639 +38,941	+364%	+$898K	0.89%	18
2025 Q1	$247K	Buy	+10,698	New	+$245K	0.22%	51

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cyr Financial's IBDU Position: Q3 2026 in Review

Cyr Financial reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.3% in Q3 2026, selling an estimated $35K and leaving 64,095 shares worth $1.45M. The position accounts for 0.71% of the portfolio, ranked #29.

Cyr Financial first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2026. 297 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Cyr Financial held 64,095 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.45M as of Q3 2026.
Cyr Financial sold 1,524 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $35K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.71% of Cyr Financial's portfolio in Q3 2026, its #29 holding.
Cyr Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Cyr Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.52M in Q2 2026.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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