MSRI
IBCA

Michael S. Ryan Inc’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Michael S. Ryan Inc’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Buy
+70,199
New +$1.8M 0.9% 19

Other funds holding IBCA

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IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Michael S. Ryan Inc's IBCA Position: Q2 2026 in Review

Michael S. Ryan Inc opened a new position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q2 2026: 70,199 shares worth $1.8M. The stake represents 0.9% of the portfolio and ranks #19 among its holdings.

11 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Michael S. Ryan Inc held 70,199 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $1.8M as of Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF was a new Michael S. Ryan Inc position in Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.9% of Michael S. Ryan Inc's portfolio in Q2 2026, its #19 holding.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Michael S. Ryan Inc's 13F filing for Q2 2026, filed 1 Jul 2026.