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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Winthrop Partners - WNY Buffalo, New York $202M AUM

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return