Windsor Capital Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Buy	14,892 +3,842	+35%	+$84.9K	0.09%	100
2026 Q1	$245K	Buy	11,050 +150	+1%	+$3.33K	0.07%	109
2025 Q4	$243K	Sell	10,900 -1,226	-10%	-$27.4K	0.07%	108
2025 Q3	$273K	Buy	12,126 +85	+0.7%	+$1.91K	0.08%	105
2025 Q2	$271K	Sell	12,041 -449	-4%	-$9.99K	0.08%	102
2025 Q1	$279K	Buy	12,490 +431	+4%	+$9.65K	0.09%	102
2024 Q4	$268K	Buy	12,059 +2,626	+28%	+$58.8K	0.08%	102
2024 Q3	$213K	Buy	+9,433	New	+$210K	0.06%	114

Other funds holding IBHG

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return