APFP
LDRC

Action Point Financial Planning’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

Action Point Financial Planning’s Portfolio LDRC Stock Details LDRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.6K Buy
+3,518
New +$88.6K 0.01% 636

Other funds holding LDRC

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's LDRC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q2 2026: 3,518 shares worth $88.6K. The stake represents 0.01% of the portfolio and ranks #636 among its holdings.

12 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • Action Point Financial Planning held 3,518 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $88.6K as of Q2 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #636 holding.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.