Michael S. Ryan, Inc. IBHJ Holdings History
Number of Shares
189,489.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
3.21%
Total Estimate Gain
$58,127.03
% of Total Estimate Gain
1.17%
Michael S. Ryan, Inc.'s iShares iBonds 2030 Term High Yield and Income ETF Holding Summary
As of 2025-06-30, Michael S. Ryan, Inc. held 189,489.00 shares of iShares iBonds 2030 Term High Yield and Income ETF(IBHJ), totaling $5.05 Mil. This investment constitutes 3.21% of their stock portfolio, and Michael S. Ryan, Inc. now holds 8.06% of the outstanding iShares iBonds 2030 Term High Yield and Income ETF(IBHJ) stock.
The initial trade took place in 2024Q1. And since then Michael S. Ryan, Inc. has made 6 purchases of IBHJ, at an average price of $26.21, for a total of 189,489.00 shares. Based on historical transaction data and IBHJ's current price of $26.52, Michael S. Ryan, Inc.'s estimated gain on his IBHJ holdings is $58,127.03, reflecting a 1.17% gain to date.
Michael S. Ryan, Inc. IBHJ ($26.52) Holding Chart
Michael S. Ryan, Inc. IBHJ ($26.52) 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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