Number of Shares
417,279.00
Current Holdings Value*
$9.74 Mil
% of Portfolio
2.84%
Total Estimate Gain
$36,132.49
% of Total Estimate Gain
0.37%

Windsor Capital Management, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2025-06-30, Windsor Capital Management, LLC held 417,279.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $9.74 Mil. This investment constitutes 2.84% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.36% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2024Q3. And since then Windsor Capital Management, LLC has made 4 purchases of IBDU, at an average price of $23.14, for a total of 417,279.00 shares. Based on historical transaction data and IBDU's current price of $23.23, Windsor Capital Management, LLC's estimated gain on his IBDU holdings is $36,132.49, reflecting a 0.37% gain to date.

Windsor Capital Management, LLC IBDU ($23.23) Holding Chart

Windsor Capital Management, LLC IBDU ($23.23) 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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