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Windsor Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Windsor Capital Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Buy
516,289
+17,356
+3% +$438K 3.39% 7
2026
Q1 		$12.6M Buy
498,933
+16,666
+3% +$424K 3.56% 7
2025
Q4 		$12.3M Sell
482,267
-1,079
-0.2% -$27.5K 3.39% 8
2025
Q3 		$12.3M Buy
483,346
+14,193
+3% +$361K 3.41% 7
2025
Q2 		$11.9M Sell
469,153
-1,438
-0.3% -$36.2K 3.48% 7
2025
Q1 		$11.9M Buy
470,591
+12,313
+3% +$309K 3.65% 7
2024
Q4 		$11.4M Buy
458,278
+2,742
+0.6% +$68.9K 3.39% 8
2024
Q3 		$11.6M Buy
455,536
+33,821
+8% +$853K 3.38% 8
2024
Q2 		$10.4M Buy
421,715
+142,415
+51% +$3.51M 3.23% 8
2024
Q1 		$6.96M Buy
279,300
+89,652
+47% +$2.23M 2.16% 16
2023
Q4 		$4.76M Buy
189,648
+172,483
+1,005% +$4.19M 1.56% 24
2023
Q3 		$412K Buy
+17,165
New +$418K 0.14% 81

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RW
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AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return