Cyr Financial
IBDV icon

Cyr Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Cyr Financial’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$311K Buy
14,734
+156
+1% +$3.36K 0.15% 48
2026
Q2 		$318K Buy
14,578
+328
+2% +$7.16K 0.17% 47
2026
Q1 		$312K Sell
14,250
-1,352
-9% -$29.8K 0.18% 49
2025
Q4 		$344K Buy
+15,602
New +$345K 0.21% 48

Other funds holding IBDV

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Cyr Financial's IBDV Position: Q3 2026 in Review

Cyr Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1.1% in Q3 2026, buying an estimated $3.36K and bringing the position to 14,734 shares worth $311K. The position accounts for 0.15% of the portfolio, ranked #48.

Cyr Financial first reported a position in IBDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $344K in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Cyr Financial held 14,734 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $311K as of Q3 2026.
  • Cyr Financial bought 156 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $3.36K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.15% of Cyr Financial's portfolio in Q3 2026, its #48 holding.
  • Cyr Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • Cyr Financial's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $344K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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