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Windsor Capital Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Windsor Capital Management’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Buy
+11,330
New +$265K 0.07% 117

Other funds holding IBHI

LIA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Windsor Capital Management opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026: 11,330 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings.

93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Windsor Capital Management held 11,330 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $265K as of Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new Windsor Capital Management position in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.07% of Windsor Capital Management's portfolio in Q2 2026, its #117 holding.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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