Windsor Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.91M	Buy	374,363 +17,901	+5%	+$385K	2.03%	17
2026 Q2	$7.77M	Buy	356,462 +114,049	+47%	+$2.49M	2.02%	17
2026 Q1	$5.31M	Buy	242,413 +13,892	+6%	+$306K	1.5%	19
2025 Q4	$5.04M	Buy	228,521 +9,002	+4%	+$199K	1.39%	21
2025 Q3	$4.86M	Buy	219,519 +101,140	+85%	+$2.23M	1.34%	24
2025 Q2	$2.6M	Buy	+118,379	New	+$2.56M	0.76%	32

Other funds holding IBDV

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

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 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

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

GDP

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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

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

Windsor Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5% in Q3 2026, buying an estimated $385K and bringing the position to 374,363 shares worth $7.91M. The position accounts for 2.03% of the portfolio, ranked #17.

Windsor Capital Management first reported a position in IBDV in Q2 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Windsor Capital Management held 374,363 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $7.91M as of Q3 2026.
Windsor Capital Management bought 17,901 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $385K.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.03% of Windsor Capital Management's portfolio in Q3 2026, its #17 holding.
Windsor Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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