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 Q3	$13.7M	Buy	603,794 +41,207	+7%	+$947K	3.52%	8
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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Windsor Capital Management's IBDU Position: Q3 2026 in Review

Windsor Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 7.3% in Q3 2026, buying an estimated $947K and bringing the position to 603,794 shares worth $13.7M. The position accounts for 3.52% of the portfolio, ranked #8.

Windsor Capital Management first reported a position in IBDU in Q3 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Windsor Capital Management held 603,794 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $13.7M as of Q3 2026.
Windsor Capital Management bought 41,207 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $947K.
iShares iBonds Dec 2029 Term Corporate ETF made up 3.52% of Windsor Capital Management's portfolio in Q3 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 9 quarters since.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.