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 Q3	$5.14M	Buy	213,473 +4,687	+2%	+$116K	2.59%	11
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 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

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

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

Michael S. Ryan Inc increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.2% in Q3 2026, buying an estimated $116K and bringing the position to 213,473 shares worth $5.14M. The position accounts for 2.59% of the portfolio, ranked #11.

Michael S. Ryan Inc first reported a position in IBDX in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.48M in Q1 2026. 96 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Michael S. Ryan Inc held 213,473 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $5.14M as of Q3 2026.
Michael S. Ryan Inc bought 4,687 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $116K.
iShares iBonds Dec 2032 Term Corporate ETF made up 2.59% of Michael S. Ryan Inc's portfolio in Q3 2026, its #11 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 10 quarters since.
Michael S. Ryan Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.48M in Q1 2026.
96 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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