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Michael S. Ryan Inc’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Michael S. Ryan Inc’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Sell
100,193
-851
-0.8% -$21.9K 1.29% 17
2026
Q1 		$2.61M Buy
101,044
+2,603
+3% +$68K 1.52% 18
2025
Q4 		$2.57M Sell
98,441
-486
-0.5% -$12.7K 1.49% 16
2025
Q3 		$2.59M Buy
98,927
+822
+0.8% +$21.3K 1.55% 15
2025
Q2 		$2.54M Buy
98,105
+5,802
+6% +$147K 1.62% 14
2025
Q1 		$2.36M Buy
+92,303
New +$2.33M 1.65% 18

Other funds holding IBDY

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Michael S. Ryan Inc reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.84% in Q2 2026, selling an estimated $21.9K and leaving 100,193 shares worth $2.58M. The position accounts for 1.29% of the portfolio, ranked #17.

Michael S. Ryan Inc first reported a position in IBDY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.61M in Q1 2026. 69 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Michael S. Ryan Inc held 100,193 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.58M as of Q2 2026.
  • Michael S. Ryan Inc sold 851 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $21.9K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.29% of Michael S. Ryan Inc's portfolio in Q2 2026, its #17 holding.
  • Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Michael S. Ryan Inc's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.61M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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