Windsor Capital Management, LLC IBDT Holdings History
Windsor Capital Management, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-06-30, Windsor Capital Management, LLC held 469,153.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $11.93 Mil. This investment constitutes 3.48% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.42% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q3. And since then Windsor Capital Management, LLC has made 7 purchases of IBDT, at an average price of $24.61, for a total of 470,591.00 shares. In addition, there have been 1 sales at an average price of $25.20 for 1,438.00 shares. Based on historical transaction data and IBDT's current price of $25.34, Windsor Capital Management, LLC's estimated gain on his IBDT holdings is $344,989.05, reflecting a 2.98% gain to date.
Windsor Capital Management, LLC IBDT ($25.34) Holding Chart
Windsor Capital Management, LLC IBDT ($25.34) 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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