Michael S. Ryan Inc
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Michael S. Ryan Inc’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

Michael S. Ryan Inc’s Portfolio IBCB Stock Details IBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.78M Buy
75,131
+15,010
+25% +$368K 0.9% 20
2026
Q2 		$1.51M Buy
+60,121
New +$1.51M 0.76% 22

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Paradigm Strategies in Wealth Management
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Wealth Enhancement Advisory Services
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CLA (CliftonLarsonAllen) Wealth Advisors
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Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Koesten Hirschmann & Crabtree
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Forteris Wealth Management
Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Michael S. Ryan Inc's IBCB Position: Q3 2026 in Review

Michael S. Ryan Inc increased its iShares iBonds Dec 2036 Term Corporate ETF (IBCB) stake by 25% in Q3 2026, buying an estimated $368K and bringing the position to 75,131 shares worth $1.78M. The position accounts for 0.9% of the portfolio, ranked #20.

Michael S. Ryan Inc first reported a position in IBCB in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold IBCB as of Q3 2026.

  • Michael S. Ryan Inc held 75,131 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $1.78M as of Q3 2026.
  • Michael S. Ryan Inc bought 15,010 iShares iBonds Dec 2036 Term Corporate ETF shares in Q3 2026, an estimated $368K.
  • iShares iBonds Dec 2036 Term Corporate ETF made up 0.9% of Michael S. Ryan Inc's portfolio in Q3 2026, its #20 holding.
  • Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2036 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q3 2026.

Based on Michael S. Ryan Inc's 13F filing for Q3 2026, filed 1 Oct 2026.