Michael S. Ryan Inc’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Michael S. Ryan Inc’s Portfolio IBDZ Stock Details IBDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.53M	Buy	102,753 +2,597	+3%	+$66.1K	1.28%	17
2026 Q2	$2.61M	Sell	100,156 -1,653	-2%	-$43K	1.3%	16
2026 Q1	$2.65M	Buy	101,809 +4,237	+4%	+$112K	1.54%	17
2025 Q4	$2.57M	Buy	97,572 +5,512	+6%	+$146K	1.49%	17
2025 Q3	$2.44M	Buy	+92,060	New	+$2.41M	1.45%	19

Other funds holding IBDZ

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 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

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 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 IBDZ Position: Q3 2026 in Review

Michael S. Ryan Inc increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 2.6% in Q3 2026, buying an estimated $66.1K and bringing the position to 102,753 shares worth $2.53M. The position accounts for 1.28% of the portfolio, ranked #17.

Michael S. Ryan Inc first reported a position in IBDZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.65M in Q1 2026. 48 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Michael S. Ryan Inc held 102,753 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $2.53M as of Q3 2026.
Michael S. Ryan Inc bought 2,597 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $66.1K.
iShares iBonds Dec 2034 Term Corporate ETF made up 1.28% of Michael S. Ryan Inc's portfolio in Q3 2026, its #17 holding.
Michael S. Ryan Inc first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
Michael S. Ryan Inc's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $2.65M in Q1 2026.
48 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

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