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Michael S. Ryan Inc’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Michael S. Ryan Inc’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.4M Buy
236,578
+16,515
+8% +$384K 2.72% 8
2026
Q2 		$5.15M Buy
+220,063
New +$5.15M 2.57% 11

Other funds holding IBHI

DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

Michael S. Ryan Inc increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 7.5% in Q3 2026, buying an estimated $384K and bringing the position to 236,578 shares worth $5.4M. The position accounts for 2.72% of the portfolio, ranked #8.

Michael S. Ryan Inc first reported a position in IBHI in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • Michael S. Ryan Inc held 236,578 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $5.4M as of Q3 2026.
  • Michael S. Ryan Inc bought 16,515 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $384K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 2.72% of Michael S. Ryan Inc's portfolio in Q3 2026, its #8 holding.
  • Michael S. Ryan Inc first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

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