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Windsor Capital Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Windsor Capital Management’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,169
Closed -$283K – 121
2025
Q1 		$283K Hold
12,169
– – 0.09% 100
2024
Q4 		$282K Buy
12,169
+885
+8% +$20.6K 0.08% 100
2024
Q3 		$264K Sell
11,284
-194
-2% -$4.48K 0.08% 105
2024
Q2 		$263K Buy
11,478
+581
+5% +$13.3K 0.08% 101
2024
Q1 		$251K Buy
10,897
+354
+3% +$8.12K 0.08% 102
2023
Q4 		$242K Buy
+10,543
New +$238K 0.08% 106

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Windsor Capital Management's IBHF Position: Q2 2025 in Review

Windsor Capital Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2025, closing a stake of 12,169 shares — an estimated $283K sold.

Windsor Capital Management first reported a position in IBHF in Q4 2023 and held it in 6 quarters. The position peaked at $283K in Q1 2025. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

  • Windsor Capital Management reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Windsor Capital Management sold 12,169 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $283K.
  • Windsor Capital Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and held it in 6 quarters.
  • Windsor Capital Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $283K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2025.

Based on Windsor Capital Management's 13F filing for Q2 2025, filed 11 Jul 2025.