MSRI
IBDZ

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
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

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Michael S. Ryan Inc reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.6% in Q2 2026, selling an estimated $43K and leaving 100,156 shares worth $2.61M. The position accounts for 1.3% of the portfolio, ranked #16.

Michael S. Ryan Inc first reported a position in IBDZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.65M in Q1 2026. 48 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Michael S. Ryan Inc held 100,156 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $2.61M as of Q2 2026.
  • Michael S. Ryan Inc sold 1,653 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $43K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 1.3% of Michael S. Ryan Inc's portfolio in Q2 2026, its #16 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 4 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 Q2 2026.

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