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Michael S. Ryan Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Michael S. Ryan Inc’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-114,818
Closed -$2.67M – 58
2026
Q1 		$2.67M Buy
114,818
+5,249
+5% +$123K 1.55% 16
2025
Q4 		$2.56M Buy
109,569
+271
+0.2% +$6.35K 1.48% 19
2025
Q3 		$2.57M Buy
109,298
+1,082
+1% +$25.3K 1.53% 17
2025
Q2 		$2.52M Buy
108,216
+2,652
+3% +$61.2K 1.6% 17
2025
Q1 		$2.44M Sell
105,564
-15,366
-13% -$352K 1.71% 16
2024
Q4 		$2.76M Buy
120,930
+4,078
+3% +$93.9K 1.88% 15
2024
Q3 		$2.75M Buy
116,852
+4,348
+4% +$101K 1.91% 15
2024
Q2 		$2.55M Buy
112,504
+1,835
+2% +$41.4K 1.93% 15
2024
Q1 		$2.53M Buy
110,669
+2,448
+2% +$55.9K 1.99% 13
2023
Q4 		$2.5M Buy
108,221
+75,627
+232% +$1.68M 2.07% 15
2023
Q3 		$704K Buy
+32,594
New +$725K 0.67% 21

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Michael S. Ryan Inc sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 114,818 shares — an estimated $2.67M sold.

Michael S. Ryan Inc first reported a position in IBDU in Q3 2023 and held it in 11 quarters. The position peaked at $2.76M in Q4 2024. 182 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Michael S. Ryan Inc reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Michael S. Ryan Inc sold 114,818 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.67M.
  • Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and held it in 11 quarters.
  • Michael S. Ryan Inc's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.76M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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