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 Q3	$5.29M	Buy	206,302 +5,043	+3%	+$132K	2.67%	9
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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Michael S. Ryan Inc increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 2.5% in Q3 2026, buying an estimated $132K and bringing the position to 206,302 shares worth $5.29M. The position accounts for 2.67% of the portfolio, ranked #9.

Michael S. Ryan Inc first reported a position in IBHJ in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.34M in Q1 2026. 20 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

Michael S. Ryan Inc held 206,302 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $5.29M as of Q3 2026.
Michael S. Ryan Inc bought 5,043 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $132K.
iShares iBonds 2030 Term High Yield and Income ETF made up 2.67% of Michael S. Ryan Inc's portfolio in Q3 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 11 quarters since.
Michael S. Ryan Inc's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $5.34M in Q1 2026.
20 funds tracked by Wall St. Rank held iShares iBonds 2030 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.