Michael S. Ryan Inc’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.63M	Sell	126,006 -4,560	-3%	-$95.1K	1.31%	15
2026 Q1	$2.73M	Buy	130,566 +2,927	+2%	+$61.8K	1.59%	13
2025 Q4	$2.7M	Sell	127,639 -684	-0.5%	-$14.5K	1.56%	14
2025 Q3	$2.72M	Buy	128,323 +163	+0.1%	+$3.43K	1.62%	14
2025 Q2	$2.7M	Buy	128,160 +2,189	+2%	+$45.2K	1.71%	13
2025 Q1	$2.61M	Buy	125,971 +4,249	+3%	+$87.2K	1.83%	13
2024 Q4	$2.48M	Buy	121,722 +11,991	+11%	+$248K	1.69%	17
2024 Q3	$2.33M	Buy	109,731 +72,828	+197%	+$1.52M	1.62%	17
2024 Q2	$749K	Buy	36,903 +25,837	+233%	+$521K	0.57%	22
2024 Q1	$227K	Buy	+11,066	New	+$226K	0.18%	45

Other funds holding IBDW

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SVWA

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

SIC

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

HCM

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

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

Michael S. Ryan Inc reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 3.5% in Q2 2026, selling an estimated $95.1K and leaving 126,006 shares worth $2.63M. The position accounts for 1.31% of the portfolio, ranked #15.

Michael S. Ryan Inc first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.73M in Q1 2026. 139 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Michael S. Ryan Inc held 126,006 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.63M as of Q2 2026.
Michael S. Ryan Inc sold 4,560 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $95.1K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.31% of Michael S. Ryan Inc's portfolio in Q2 2026, its #15 holding.
Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Michael S. Ryan Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.73M in Q1 2026.
139 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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