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Michael S. Ryan Inc’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Michael S. Ryan Inc’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.26M Sell
208,786
-7,922
-4% -$200K 2.63% 10
2026
Q1 		$5.48M Buy
216,708
+11,134
+5% +$284K 3.19% 7
2025
Q4 		$5.25M Sell
205,574
-492
-0.2% -$12.6K 3.04% 7
2025
Q3 		$5.28M Buy
206,066
+903
+0.4% +$22.9K 3.15% 7
2025
Q2 		$5.19M Buy
205,163
+4,180
+2% +$104K 3.3% 7
2025
Q1 		$5.02M Buy
200,983
+11,406
+6% +$282K 3.51% 8
2024
Q4 		$4.66M Buy
189,577
+17,026
+10% +$426K 3.17% 9
2024
Q3 		$4.44M Buy
172,551
+123,459
+251% +$3.12M 3.09% 9
2024
Q2 		$1.21M Buy
+49,092
New +$1.2M 0.91% 20

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
CP
Cornerstone Planning Charlotte, North Carolina $432M AUM

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

Michael S. Ryan Inc reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.7% in Q2 2026, selling an estimated $200K and leaving 208,786 shares worth $5.26M. The position accounts for 2.63% of the portfolio, ranked #10.

Michael S. Ryan Inc first reported a position in IBDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.48M in Q1 2026. 95 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Michael S. Ryan Inc held 208,786 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $5.26M as of Q2 2026.
  • Michael S. Ryan Inc sold 7,922 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $200K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 2.63% of Michael S. Ryan Inc's portfolio in Q2 2026, its #10 holding.
  • Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • Michael S. Ryan Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.48M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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