Windsor Capital Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Buy	14,561 +4,400	+43%	+$103K	0.09%	97
2026 Q1	$238K	Buy	10,161 +24	+0.2%	+$567	0.07%	111
2025 Q4	$240K	Buy	+10,137	New	+$240K	0.07%	109

Other funds holding IBHH

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

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

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

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return