Windsor Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Windsor Capital Management’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13M	Buy	562,587 +19,263	+4%	+$447K	3.39%	8
2026 Q1	$12.6M	Buy	543,324 +18,802	+4%	+$440K	3.56%	8
2025 Q4	$12.3M	Buy	524,522 +8,062	+2%	+$189K	3.39%	7
2025 Q3	$12.1M	Buy	516,460 +99,181	+24%	+$2.32M	3.35%	8
2025 Q2	$9.74M	Buy	417,279 +102,344	+32%	+$2.36M	2.84%	10
2025 Q1	$7.28M	Buy	314,935 +11,040	+4%	+$253K	2.24%	16
2024 Q4	$6.93M	Buy	303,895 +8,338	+3%	+$192K	2.06%	16
2024 Q3	$6.95M	Buy	+295,557	New	+$6.85M	2.02%	17

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Windsor Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.5% in Q2 2026, buying an estimated $447K and bringing the position to 562,587 shares worth $13M. The position accounts for 3.39% of the portfolio, ranked #8.

Windsor Capital Management first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Windsor Capital Management held 562,587 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $13M as of Q2 2026.
Windsor Capital Management bought 19,263 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $447K.
iShares iBonds Dec 2029 Term Corporate ETF made up 3.39% of Windsor Capital Management's portfolio in Q2 2026, its #8 holding.
Windsor Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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