APFP
LDRH

Action Point Financial Planning’s iShares iBonds 1-5 Year High Yield and Income Ladder ETF LDRH Stock Holding History

Action Point Financial Planning’s Portfolio LDRH Stock Details LDRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.1K Buy
+3,571
New +$88.1K 0.01% 639

Other funds holding LDRH

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BOM
Bank of Marin Novato, California $143M AUM 26.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) in Q2 2026: 3,571 shares worth $88.1K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings.

6 funds tracked by Wall St. Rank hold LDRH as of Q2 2026.

  • Action Point Financial Planning held 3,571 shares of iShares iBonds 1-5 Year High Yield and Income Ladder ETF worth $88.1K as of Q2 2026.
  • iShares iBonds 1-5 Year High Yield and Income Ladder ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds 1-5 Year High Yield and Income Ladder ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #639 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year High Yield and Income Ladder ETF as of Q2 2026.

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