Windsor Capital Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Windsor Capital Management, LLC

$362 Million
Q4 2025

A detailed history of Windsor Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Windsor Capital Management, LLC holds 524,522 shares of IBDU stock, worth $12.3 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

524,522

Previous 516,460 1.56%

Holding current value

$12.3 Million

Previous $12.1 Million 1.08%

% of portfolio

3.38%

Previous 3.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$23.35 - $23.55 $188,247 - $189,860	8,062 Added 1.56%	524,522 $12.3 Million
Q3 2025 Oct 06, 2025	BUY	$23.13 - $23.54 $2.29 Million - $2.33 Million	99,181 Added 23.77%	516,460 $12.1 Million
Q2 2025 Jul 11, 2025	BUY	$22.7 - $23.33 $2.32 Million - $2.39 Million	102,344 Added 32.5%	417,279 $9.74 Million
Q1 2025 May 02, 2025	BUY	$22.61 - $23.14 $249,614 - $255,465	11,040 Added 3.63%	314,935 $7.28 Million
Q4 2024 Jan 28, 2025	BUY	$22.71 - $23.47 $189,355 - $195,692	8,338 Added 2.82%	303,895 $6.93 Million

Q3 2024 Oct 23, 2024	BUY	$22.51 - $23.57 $6.65 Million - $6.97 Million	295,557 New	295,557 $6.95 Million

Others Institutions Holding IBDU

# of Institutions

353

Shares Held

104M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

More about IBDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Windsor Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Capital Management, LLC with notifications on news.

Account

Windsor Capital Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History