Michael S. Ryan Inc’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Michael S. Ryan Inc’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.7M	Buy	108,014 +2,510	+2%	+$63.1K	1.36%	15
2026 Q2	$2.66M	Sell	105,504 -226	-0.2%	-$5.71K	1.33%	13
2026 Q1	$2.68M	Buy	105,730 +4,823	+5%	+$123K	1.56%	15
2025 Q4	$2.57M	Buy	100,907 +865	+0.9%	+$22K	1.49%	18
2025 Q3	$2.55M	Buy	100,042 +1,034	+1%	+$26.3K	1.52%	18
2025 Q2	$2.52M	Buy	99,008 +3,792	+4%	+$95.6K	1.6%	18
2025 Q1	$2.41M	Sell	95,216 -13,477	-12%	-$338K	1.68%	17
2024 Q4	$2.71M	Buy	108,693 +3,030	+3%	+$76.1K	1.84%	16
2024 Q3	$2.7M	Sell	105,663 -79,890	-43%	-$2.01M	1.88%	16
2024 Q2	$4.6M	Sell	185,553 -1,825	-1%	-$45K	3.48%	9
2024 Q1	$4.67M	Buy	187,378 +4,481	+2%	+$112K	3.68%	10
2023 Q4	$4.59M	Buy	182,897 +125,611	+219%	+$3.05M	3.81%	9
2023 Q3	$1.36M	Buy	+57,286	New	+$1.39M	1.3%	16

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

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

Michael S. Ryan Inc increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.4% in Q3 2026, buying an estimated $63.1K and bringing the position to 108,014 shares worth $2.7M. The position accounts for 1.36% of the portfolio, ranked #15.

Michael S. Ryan Inc first reported a position in IBDT in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.67M in Q1 2024. 208 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Michael S. Ryan Inc held 108,014 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.7M as of Q3 2026.
Michael S. Ryan Inc bought 2,510 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $63.1K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.36% of Michael S. Ryan Inc's portfolio in Q3 2026, its #15 holding.
Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
Michael S. Ryan Inc's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.67M in Q1 2024.
208 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

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