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 Q3	$2.51M	Buy	102,589 +2,396	+2%	+$60.5K	1.27%	18
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

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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 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

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

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

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

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

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

Michael S. Ryan Inc increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.4% in Q3 2026, buying an estimated $60.5K and bringing the position to 102,589 shares worth $2.51M. The position accounts for 1.27% of the portfolio, ranked #18.

Michael S. Ryan Inc first reported a position in IBDY in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.61M in Q1 2026. 73 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

Michael S. Ryan Inc held 102,589 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.51M as of Q3 2026.
Michael S. Ryan Inc bought 2,396 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $60.5K.
iShares iBonds Dec 2033 Term Corporate ETF made up 1.27% of Michael S. Ryan Inc's portfolio in Q3 2026, its #18 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 7 quarters since.
Michael S. Ryan Inc's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.61M in Q1 2026.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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