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

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Windsor Capital Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.5% in Q2 2026, buying an estimated $438K and bringing the position to 516,289 shares worth $13M. The position accounts for 3.39% of the portfolio, ranked #7.

Windsor Capital Management first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Windsor Capital Management held 516,289 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $13M as of Q2 2026.
Windsor Capital Management bought 17,356 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $438K.
iShares iBonds Dec 2028 Term Corporate ETF made up 3.39% of Windsor Capital Management's portfolio in Q2 2026, its #7 holding.
Windsor Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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