Windsor Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
469,153
-1,438
| -0.3% | -$36.6K | 3.48% | 7 |
|
|
2025
Q1 | $11.9M | Buy |
470,591
+12,313
| +3% | +$311K | 3.65% | 7 |
|
|
2024
Q4 | $11.4M | Buy |
458,278
+2,742
| +0.6% | +$68.3K | 3.39% | 8 |
|
|
2024
Q3 | $11.6M | Buy |
455,536
+33,821
| +8% | +$863K | 3.38% | 8 |
|
|
2024
Q2 | $10.4M | Buy |
421,715
+142,415
| +51% | +$3.53M | 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% | +$4.33M | 1.56% | 24 |
|
|
2023
Q3 | $412K | Buy |
+17,165
| New | +$412K | 0.14% | 81 |
|