Cyr Financial’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Cyr Financial’s Portfolio IBHH Stock Details IBHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$240K	Sell	10,364 -29	-0.3%	-$678	0.12%	56
2026 Q2	$244K	Buy	10,393 +470	+5%	+$11K	0.13%	56
2026 Q1	$233K	Sell	9,923 -1,625	-14%	-$38.4K	0.14%	54
2025 Q4	$273K	Sell	11,548 -1,695	-13%	-$40.1K	0.17%	51
2025 Q3	$316K	Buy	13,243 +3,568	+37%	+$84.6K	0.22%	49
2025 Q2	$230K	Buy	+9,675	New	+$225K	0.18%	50

Other funds holding IBHH

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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Cyr Financial's IBHH Position: Q3 2026 in Review

Cyr Financial reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 0.28% in Q3 2026, selling an estimated $678 and leaving 10,364 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #56.

Cyr Financial first reported a position in IBHH in Q2 2025 and has held it in 6 quarters since. The position peaked at $316K in Q3 2025. 80 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

Cyr Financial held 10,364 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $240K as of Q3 2026.
Cyr Financial sold 29 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2026, an estimated $678.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.12% of Cyr Financial's portfolio in Q3 2026, its #56 holding.
Cyr Financial first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2025 and has held it in 6 quarters since.
Cyr Financial's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $316K in Q3 2025.
80 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

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