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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Michael S. Ryan Inc's IBDR Position: Q3 2025 in Review

Michael S. Ryan Inc sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 104,799 shares — an estimated $2.54M sold.

Michael S. Ryan Inc first reported a position in IBDR in Q2 2023 and held it in 9 quarters. The position peaked at $3.35M in Q4 2024. 403 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Michael S. Ryan Inc reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Michael S. Ryan Inc sold 104,799 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $2.54M.
Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and held it in 9 quarters.
Michael S. Ryan Inc's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.35M in Q4 2024.
403 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Michael S. Ryan Inc's 13F filing for Q3 2025, filed 15 Oct 2025.