IBDR β€” ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

Ownership history in Windsor Capital Management, LLC  Β·  15 quarters on record

AI Ownership Summary

Windsor Capital Management, LLC reported ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.03% in 2025 Q1. The latest visible filing shows IBDR at 2.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Windsor Capital Management, LLC's position in ISHARES IBONDS DEC 2026 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBDR was reported at 2.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Windsor Capital Management, LLC held IBDR β€” position size vs. price
% of Fund (quarterly)    IBDR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 417,139 +2,307 +0.6% 2.79% $10.1M 2026-02-14 (Est.) $24.08
2025 Q3 ADDED 414,832 +10,256 +2.5% 2.78% $10.1M 2025-10-06 $23.74
2025 Q2 REDUCED 404,576 -3,382 -0.8% 2.86% $9.8M 2025-07-11 $23.43
2025 Q1 ADDED 407,958 +4,041 +1.0% 3.03% $9.9M 2025-05-02 $23.22
2024 Q4 ADDED 403,917 +4,083 +1.0% 2.88% $9.7M 2025-01-28 $22.93
2024 Q3 ADDED 399,834 +13,602 +3.5% 2.82% $9.7M 2024-10-23 $22.67
2024 Q2 ADDED 386,232 +26,596 +7.4% 2.85% $9.2M 2024-07-26 $22.27
2024 Q1 ADDED 359,636 +4,722 +1.3% 2.66% $8.6M 2024-04-15 $21.76
2023 Q4 ADDED 354,914 +16,622 +4.9% 2.77% $8.5M 2024-01-09 $21.71
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Windsor Capital Management, LLC and IBDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Windsor Capital Management, LLC reported owning IBDR?

Windsor Capital Management, LLC reported IBDR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBDR position in Windsor Capital Management, LLC's portfolio?

The largest reported portfolio weight for IBDR was 3.03% in 2025 Q1.

What is the latest reported IBDR position on this page?

The most recent filing on this page is 2025 Q4, when Windsor Capital Management, LLC reported 417,139 shares, equal to 2.79% of portfolio, with an estimated market value of $10.1M.

What does the chart on this IBDR ownership page compare?

The chart compares Windsor Capital Management, LLC's quarterly IBDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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