Windsor Capital Management, LLC IBDR Holdings History
Windsor Capital Management, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-06-30, Windsor Capital Management, LLC held 404,576.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $9.81 Mil. This investment constitutes 2.86% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.29% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2022Q2. And since then Windsor Capital Management, LLC has made 11 purchases of IBDR, at an average price of $23.91, for a total of 410,909.00 shares. In addition, there have been 2 sales at an average price of $23.68 for 6,333.00 shares. Based on historical transaction data and IBDR's current price of $24.21, Windsor Capital Management, LLC's estimated gain on his IBDR holdings is $118,440.76, reflecting a 1.21% gain to date.
Windsor Capital Management, LLC IBDR ($24.21) Holding Chart
Windsor Capital Management, LLC IBDR ($24.21) 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 % |
Top Ranked Articles
- 1