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Michael S. Ryan Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Michael S. Ryan Inc’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-104,799
Closed -$2.54M – 55
2025
Q2 		$2.54M Buy
104,799
+2,955
+3% +$71.4K 1.62% 15
2025
Q1 		$2.47M Sell
101,844
-37,255
-27% -$899K 1.72% 15
2024
Q4 		$3.35M Buy
139,099
+3,256
+2% +$78.5K 2.28% 12
2024
Q3 		$3.3M Buy
135,843
+1,800
+1% +$43.3K 2.3% 13
2024
Q2 		$3.19M Buy
134,043
+2,011
+2% +$47.8K 2.42% 12
2024
Q1 		$3.15M Buy
132,032
+1,762
+1% +$42K 2.48% 12
2023
Q4 		$3.11M Buy
130,270
+3,880
+3% +$91.1K 2.58% 14
2023
Q3 		$2.94M Buy
126,390
+18,696
+17% +$438K 2.81% 14
2023
Q2 		$2.52M Buy
+107,694
New +$2.54M 2.33% 14

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return