Number of Shares
118,379.00
Current Holdings Value*
$2.60 Mil
% of Portfolio
0.76%
Total Estimate Gain
$22,492.01
% of Total Estimate Gain
0.88%

Windsor Capital Management, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary

As of 2025-06-30, Windsor Capital Management, LLC held 118,379.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $2.60 Mil. This investment constitutes 0.76% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.14% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.

The initial trade took place in 2025Q2. And since then Windsor Capital Management, LLC has made 1 purchases of IBDV, at an average price of $21.66, for a total of 118,379.00 shares. Based on historical transaction data and IBDV's current price of $21.85, Windsor Capital Management, LLC's estimated gain on his IBDV holdings is $22,492.01, reflecting a 0.88% gain to date.

Windsor Capital Management, LLC IBDV ($21.85) Holding Chart

Windsor Capital Management, LLC IBDV ($21.85) 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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