Michael S. Ryan Inc’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-218,019	Closed	-$5.07M	–	56
2025 Q2	$5.07M	Buy	218,019 +2,374	+1%	+$55.1K	3.22%	8
2025 Q1	$5.01M	Sell	215,645 -23,630	-10%	-$549K	3.51%	9
2024 Q4	$5.55M	Buy	239,275 +3,583	+2%	+$83.1K	3.78%	8
2024 Q3	$5.49M	Buy	235,692 +11,391	+5%	+$264K	3.83%	8
2024 Q2	$5.22M	Buy	224,301 +5,931	+3%	+$138K	3.96%	8
2024 Q1	$5.11M	Buy	218,370 +8,322	+4%	+$193K	4.03%	8
2023 Q4	$4.85M	Buy	210,048 +5,446	+3%	+$125K	4.03%	7
2023 Q3	$4.65M	Buy	204,602 +26,603	+15%	+$610K	4.44%	8
2023 Q2	$4.06M	Buy	+177,999	New	+$4.06M	3.75%	9

Other funds holding IBHE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Michael S. Ryan Inc's IBHE Position: Q3 2025 in Review

Michael S. Ryan Inc sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 218,019 shares — an estimated $5.07M sold.

Michael S. Ryan Inc first reported a position in IBHE in Q2 2023 and held it in 9 quarters. The position peaked at $5.55M in Q4 2024. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

Michael S. Ryan Inc reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
Michael S. Ryan Inc sold 218,019 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $5.07M.
Michael S. Ryan Inc first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q2 2023 and held it in 9 quarters.
Michael S. Ryan Inc's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $5.55M in Q4 2024.
141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on Michael S. Ryan Inc's 13F filing for Q3 2025, filed 15 Oct 2025.