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 Q3	$2.59M	Buy	129,200 +3,194	+3%	+$65.6K	1.31%	16
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

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

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

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

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

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

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

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

Michael S. Ryan Inc increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2.5% in Q3 2026, buying an estimated $65.6K and bringing the position to 129,200 shares worth $2.59M. The position accounts for 1.31% of the portfolio, ranked #16.

Michael S. Ryan Inc first reported a position in IBDW in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2026. 128 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Michael S. Ryan Inc held 129,200 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.59M as of Q3 2026.
Michael S. Ryan Inc bought 3,194 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $65.6K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.31% of Michael S. Ryan Inc's portfolio in Q3 2026, its #16 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 11 quarters since.
Michael S. Ryan Inc's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.73M in Q1 2026.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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