Michael S. Ryan Inc’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.33M	Sell	201,259 -2,316	-1%	-$61.1K	2.66%	9
2026 Q1	$5.34M	Buy	203,575 +8,248	+4%	+$219K	3.11%	8
2025 Q4	$5.2M	Buy	195,327 +4,452	+2%	+$118K	3.01%	8
2025 Q3	$5.12M	Buy	190,875 +1,386	+0.7%	+$36.8K	3.05%	9
2025 Q2	$5.05M	Buy	189,489 +7,058	+4%	+$184K	3.21%	9
2025 Q1	$4.76M	Buy	182,431 +17,750	+11%	+$467K	3.33%	10
2024 Q4	$4.29M	Buy	164,681 +22,338	+16%	+$591K	2.92%	10
2024 Q3	$3.82M	Buy	142,343 +84,631	+147%	+$2.23M	2.66%	10
2024 Q2	$1.49M	Buy	57,712 +18,071	+46%	+$466K	1.13%	16
2024 Q1	$1.04M	Buy	+39,641	New	+$1.03M	0.82%	18

Other funds holding IBHJ

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

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

Michael S. Ryan Inc reduced its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 1.1% in Q2 2026, selling an estimated $61.1K and leaving 201,259 shares worth $5.33M. The position accounts for 2.66% of the portfolio, ranked #9.

Michael S. Ryan Inc first reported a position in IBHJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.34M in Q1 2026. 17 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

Michael S. Ryan Inc held 201,259 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $5.33M as of Q2 2026.
Michael S. Ryan Inc sold 2,316 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $61.1K.
iShares iBonds 2030 Term High Yield and Income ETF made up 2.66% of Michael S. Ryan Inc's portfolio in Q2 2026, its #9 holding.
Michael S. Ryan Inc first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
Michael S. Ryan Inc's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $5.34M in Q1 2026.
17 funds tracked by Wall St. Rank held iShares iBonds 2030 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.