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 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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Cyr Financial's IBDU Position: Q2 2026 in Review

Cyr Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 9.6% in Q2 2026, buying an estimated $134K and bringing the position to 65,619 shares worth $1.52M. The position accounts for 0.79% of the portfolio, ranked #22.

Cyr Financial first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Cyr Financial held 65,619 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.52M as of Q2 2026.
Cyr Financial bought 5,771 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $134K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.79% of Cyr Financial's portfolio in Q2 2026, its #22 holding.
Cyr Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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