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 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

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Windsor Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 47% in Q2 2026, buying an estimated $2.49M and bringing the position to 356,462 shares worth $7.77M. The position accounts for 2.02% of the portfolio, ranked #17.

Windsor Capital Management first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Windsor Capital Management held 356,462 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $7.77M as of Q2 2026.
Windsor Capital Management bought 114,049 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $2.49M.
iShares iBonds Dec 2030 Term Corporate ETF made up 2.02% of Windsor Capital Management's portfolio in Q2 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 5 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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