Michael S. Ryan Inc
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Michael S. Ryan Inc’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Michael S. Ryan Inc’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.72M Buy
112,717
+2,733
+2% +$66K 1.37% 14
2026
Q2 		$2.66M Sell
109,984
-568
-0.5% -$13.7K 1.33% 14
2026
Q1 		$2.68M Buy
110,552
+4,459
+4% +$108K 1.56% 14
2025
Q4 		$2.58M Buy
106,093
+313
+0.3% +$7.6K 1.49% 15
2025
Q3 		$2.57M Buy
105,780
+1,577
+2% +$38.2K 1.54% 16
2025
Q2 		$2.53M Buy
104,203
+1,773
+2% +$42.8K 1.61% 16
2025
Q1 		$2.48M Sell
102,430
-39,102
-28% -$940K 1.73% 14
2024
Q4 		$3.39M Sell
141,532
-241
-0.2% -$5.8K 2.31% 11
2024
Q3 		$3.45M Buy
141,773
+457
+0.3% +$11K 2.41% 11
2024
Q2 		$3.35M Buy
141,316
+279
+0.2% +$6.6K 2.54% 11
2024
Q1 		$3.36M Buy
141,037
+1,742
+1% +$41.5K 2.65% 11
2023
Q4 		$3.33M Buy
139,295
+3,929
+3% +$91.7K 2.77% 13
2023
Q3 		$3.11M Buy
135,366
+20,065
+17% +$468K 2.97% 13
2023
Q2 		$2.69M Buy
+115,301
New +$2.73M 2.49% 12

Other funds holding IBDS

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

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

Michael S. Ryan Inc increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.5% in Q3 2026, buying an estimated $66K and bringing the position to 112,717 shares worth $2.72M. The position accounts for 1.37% of the portfolio, ranked #14.

Michael S. Ryan Inc first reported a position in IBDS in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.45M in Q3 2024. 204 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Michael S. Ryan Inc held 112,717 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.72M as of Q3 2026.
  • Michael S. Ryan Inc bought 2,733 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $66K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 1.37% of Michael S. Ryan Inc's portfolio in Q3 2026, its #14 holding.
  • Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
  • Michael S. Ryan Inc's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.45M in Q3 2024.
  • 204 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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