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Windsor Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Windsor Capital Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
+46,547
New +$1.13M 0.29% 53
2026
Q1 		– Hold
0
– – – 11
2025
Q4 		– Sell
-414,832
Closed -$10.1M – 10
2025
Q3 		$10.1M Buy
414,832
+10,256
+3% +$248K 2.78% 10
2025
Q2 		$9.81M Sell
404,576
-3,382
-0.8% -$81.7K 2.86% 9
2025
Q1 		$9.88M Buy
407,958
+4,041
+1% +$97.5K 3.03% 9
2024
Q4 		$9.72M Buy
403,917
+4,083
+1% +$98.4K 2.88% 10
2024
Q3 		$9.72M Buy
399,834
+13,602
+4% +$327K 2.82% 10
2024
Q2 		$9.2M Buy
386,232
+26,596
+7% +$632K 2.85% 10
2024
Q1 		$8.58M Buy
359,636
+4,722
+1% +$113K 2.66% 10
2023
Q4 		$8.48M Buy
354,914
+16,622
+5% +$390K 2.77% 10
2023
Q3 		$7.89M Buy
+338,292
New +$7.92M 2.73% 12
2023
Q2 		– Hold
0
– – – 12
2023
Q1 		– Hold
0
– – – 12
2022
Q4 		– Sell
-334,522
Closed -$7.77M – 12
2022
Q3 		$7.73M Buy
334,522
+18,095
+6% +$431K 2.89% 13
2022
Q2 		$7.53M Buy
+316,427
New +$7.61M 2.68% 13

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Windsor Capital Management's IBDR Position: Q2 2026 in Review

Windsor Capital Management opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 46,547 shares worth $1.13M. The stake represents 0.29% of the portfolio and ranks #53 among its holdings. This is a return to the name: Windsor Capital Management previously reported a position in IBDR as recently as Q3 2025.

Windsor Capital Management first reported a position in IBDR in Q2 2022 and has held it in 12 quarters since. The position peaked at $10.1M in Q3 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Windsor Capital Management held 46,547 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.13M as of Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Windsor Capital Management position in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.29% of Windsor Capital Management's portfolio in Q2 2026, its #53 holding.
  • Windsor Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 12 quarters since.
  • Windsor Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $10.1M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.