Windsor Capital Management
IBDR icon

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
Q3 		$1.22M Buy
50,393
+3,846
+8% +$93.1K 0.31% 50
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 		$9.8M Sell
404,576
-3,382
-0.8% -$81.7K 2.86% 9
2025
Q1 		$9.9M Buy
407,958
+4,041
+1% +$97.5K 3.03% 9
2024
Q4 		$9.7M Buy
403,917
+4,083
+1% +$98.4K 2.88% 10
2024
Q3 		$9.7M 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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Windsor Capital Management's IBDR Position: Q3 2026 in Review

Windsor Capital Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 8.3% in Q3 2026, buying an estimated $93.1K and bringing the position to 50,393 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #50.

Windsor Capital Management first reported a position in IBDR in Q2 2022 and has held it in 13 quarters since. The position peaked at $10.1M in Q3 2025. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Windsor Capital Management held 50,393 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.22M as of Q3 2026.
  • Windsor Capital Management bought 3,846 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $93.1K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.31% of Windsor Capital Management's portfolio in Q3 2026, its #50 holding.
  • Windsor Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 13 quarters since.
  • Windsor Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $10.1M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.