Windsor Capital Management, LLC IBDS Holdings History
Windsor Capital Management, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-06-30, Windsor Capital Management, LLC held 459,995.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $11.16 Mil. This investment constitutes 3.26% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.36% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2023Q3. And since then Windsor Capital Management, LLC has made 7 purchases of IBDS, at an average price of $23.58, for a total of 499,581.00 shares. In addition, there have been 1 sales at an average price of $24.13 for 39,586.00 shares. Based on historical transaction data and IBDS's current price of $24.20, Windsor Capital Management, LLC's estimated gain on his IBDS holdings is $306,523.51, reflecting a 2.60% gain to date.
Windsor Capital Management, LLC IBDS ($24.20) Holding Chart
Windsor Capital Management, LLC IBDS ($24.20) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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