A detailed history of Windsor Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Windsor Capital Management, LLC holds 279,300 shares of IBDT stock, worth $6.93 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
279,300
Previous 189,648 47.27%
Holding current value
$6.93 Million
Previous $4.76 Million 46.22%
% of portfolio
2.23%
Previous 1.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$24.69 - $25.14 $2.21 Million - $2.25 Million
89,652 Added 47.27%
279,300 $6.96 Million
Q4 2023

Jan 09, 2024

BUY
$23.63 - $25.1 $4.08 Million - $4.33 Million
172,483 Added 1004.85%
189,648 $4.76 Million
Q3 2023

Oct 04, 2023

BUY
$23.94 - $24.67 $410,930 - $423,460
17,165 New
17,165 $412,000

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Windsor Capital Management, LLC Portfolio

Follow Windsor Capital Management, LLC and customize your updates to receive the information that matters most to you.

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.