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Cyr Financial’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Cyr Financial’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,334
Closed -$232K – 67
2025
Q3 		$232K Buy
+10,334
New +$232K 0.16% 54

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cyr Financial's IBHG Position: Q4 2025 in Review

Cyr Financial sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q4 2025, closing a stake of 10,334 shares — an estimated $232K sold.

Cyr Financial first reported a position in IBHG in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 116 funds tracked by Wall St. Rank hold IBHG as of Q4 2025.

  • Cyr Financial reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Cyr Financial sold 10,334 iShares iBonds 2027 Term High Yield and Income ETF shares in Q4 2025, an estimated $232K.
  • Cyr Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • Cyr Financial's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $232K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q4 2025.

Based on Cyr Financial's 13F filing for Q4 2025, filed 16 Jan 2026.