Number of Shares
218,019.00
Current Holdings Value*
$5.07 Mil
% of Portfolio
3.22%
Total Estimate Gain
$129,587.30
% of Total Estimate Gain
2.37%

Michael S. Ryan, Inc.'s iShares iBonds 2025 Term High Yield and Income ETF Holding Summary

As of 2025-06-30, Michael S. Ryan, Inc. held 218,019.00 shares of iShares iBonds 2025 Term High Yield and Income ETF(IBHE), totaling $5.07 Mil. This investment constitutes 3.22% of their stock portfolio, and Michael S. Ryan, Inc. now holds 0.92% of the outstanding iShares iBonds 2025 Term High Yield and Income ETF(IBHE) stock.

The initial trade took place in 2023Q2. And since then Michael S. Ryan, Inc. has made 7 purchases of IBHE, at an average price of $22.66, for a total of 241,649.00 shares. In addition, there have been 1 sales at an average price of $23.23 for 23,630.00 shares. Based on historical transaction data and IBHE's current price of $23.19, Michael S. Ryan, Inc.'s estimated gain on his IBHE holdings is $129,587.30, reflecting a 2.37% gain to date.

Michael S. Ryan, Inc. IBHE ($23.19) Holding Chart

Michael S. Ryan, Inc. IBHE ($23.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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