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Michael S. Ryan Inc’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Michael S. Ryan Inc’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-223,377
Closed -$5.13M – 59
2026
Q1 		$5.13M Buy
223,377
+6,476
+3% +$149K 2.98% 9
2025
Q4 		$5.01M Buy
216,901
+5,872
+3% +$136K 2.9% 10
2025
Q3 		$4.94M Buy
+211,029
New +$4.91M 2.95% 10

Other funds holding IBHF

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CP
Cornerstone Planning Charlotte, North Carolina $432M AUM
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

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

Michael S. Ryan Inc sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 223,377 shares — an estimated $5.13M sold.

Michael S. Ryan Inc first reported a position in IBHF in Q3 2025 and held it in 3 quarters. The position peaked at $5.13M in Q1 2026. 68 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Michael S. Ryan Inc reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Michael S. Ryan Inc sold 223,377 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.13M.
  • Michael S. Ryan Inc first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
  • Michael S. Ryan Inc's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $5.13M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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