Whitener Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Whitener Capital Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,400	Closed	-$228K	–	187
2026 Q1	$228K	Buy	+9,400	New	+$228K	0.05%	166

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Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return