Windsor Capital Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Windsor Capital Management, LLC
- $333 Million
- Q3 2024
A detailed history of Windsor Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Windsor Capital Management, LLC holds 399,834 shares of IBDR stock, worth $9.5 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
399,834
Previous 386,232
3.52%
Holding current value
$9.5 Million
Previous $9.2 Million
3.22%
% of portfolio
2.85%
Previous 2.94%
Shares
10 transactions
Others Institutions Holding IBDR
# of Institutions
370Shares Held
88.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio