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

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

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

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

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return