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 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

HPC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

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

Michael S. Ryan Inc reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.51% in Q2 2026, selling an estimated $13.7K and leaving 109,984 shares worth $2.66M. The position accounts for 1.33% of the portfolio, ranked #14.

Michael S. Ryan Inc first reported a position in IBDS in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q3 2024. 199 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Michael S. Ryan Inc held 109,984 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.66M as of Q2 2026.
Michael S. Ryan Inc sold 568 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $13.7K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.33% of Michael S. Ryan Inc's portfolio in Q2 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 13 quarters since.
Michael S. Ryan Inc's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.45M in Q3 2024.
199 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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