WCM
IBDQ

Windsor Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Windsor Capital Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,215
Closed -$257K – 124
2025
Q3 		$257K Sell
10,215
-134,350
-93% -$3.38M 0.07% 110
2025
Q2 		$3.64M Sell
144,565
-157,427
-52% -$3.95M 1.06% 27
2025
Q1 		$7.6M Sell
301,992
-2,856
-0.9% -$71.7K 2.33% 13
2024
Q4 		$7.64M Sell
304,848
-2,322
-0.8% -$58.2K 2.27% 14
2024
Q3 		$7.71M Buy
307,170
+8,381
+3% +$209K 2.24% 15
2024
Q2 		$7.43M Sell
298,789
-92,003
-24% -$2.28M 2.3% 14
2024
Q1 		$9.7M Sell
390,792
-42,286
-10% -$1.05M 3.01% 9
2023
Q4 		$10.7M Buy
433,078
+3,823
+0.9% +$93.6K 3.51% 7
2023
Q3 		$10.5M Buy
+429,255
New +$10.5M 3.62% 8
2023
Q2 		– Hold
0
– – – 8
2023
Q1 		– Hold
0
– – – 8
2022
Q4 		– Sell
-425,235
Closed -$10.3M – 5
2022
Q3 		$10.3M Buy
425,235
+11,937
+3% +$295K 3.84% 5
2022
Q2 		$10.2M Buy
413,298
+402,421
+3,700% +$10M 3.64% 5
2022
Q1 		$274K Buy
+10,877
New +$281K 0.09% 109
2021
Q4 		– Sell
-8,546
Closed -$229K – 119
2021
Q3 		$229K Buy
+8,546
New +$231K 0.07% 110

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Windsor Capital Management's IBDQ Position: Q4 2025 in Review

Windsor Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 10,215 shares — an estimated $257K sold.

Windsor Capital Management first reported a position in IBDQ in Q3 2021 and held it in 13 quarters. The position peaked at $10.7M in Q4 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Windsor Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Windsor Capital Management sold 10,215 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $257K.
  • Windsor Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2021 and held it in 13 quarters.
  • Windsor Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $10.7M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Windsor Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.