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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
Q3 		$299K Buy
13,114
+1,784
+16% +$41.4K 0.08% 107
2026
Q2 		$265K Buy
+11,330
New +$265K 0.07% 117

Other funds holding IBHI

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Windsor Capital Management's IBHI Position: Q3 2026 in Review

Windsor Capital Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 16% in Q3 2026, buying an estimated $41.4K and bringing the position to 13,114 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #107.

Windsor Capital Management first reported a position in IBHI in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • Windsor Capital Management held 13,114 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $299K as of Q3 2026.
  • Windsor Capital Management bought 1,784 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $41.4K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.08% of Windsor Capital Management's portfolio in Q3 2026, its #107 holding.
  • Windsor Capital Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.