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Windsor Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Windsor Capital Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.04M Buy
433,744
+397,386
+1,093% +$8.29M 2.35% 10
2026
Q1 		$761K Buy
+36,358
New +$768K 0.21% 66

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Windsor Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1,093% in Q2 2026, buying an estimated $8.29M and bringing the position to 433,744 shares worth $9.04M. The position accounts for 2.35% of the portfolio, ranked #10.

Windsor Capital Management first reported a position in IBDW in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Windsor Capital Management held 433,744 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $9.04M as of Q2 2026.
  • Windsor Capital Management bought 397,386 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $8.29M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 2.35% of Windsor Capital Management's portfolio in Q2 2026, its #10 holding.
  • Windsor Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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