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 Q3	–	Sell	-3,571	Closed	-$88.1K	–	2684
2026 Q2	$88.1K	Buy	+3,571	New	+$88.1K	0.01%	639

Other funds holding LDRH

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of Marin Novato, California $150M AUM 23.65% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Action Point Financial Planning's LDRH Position: Q3 2026 in Review

Action Point Financial Planning sold out of iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) in Q3 2026, closing a stake of 3,571 shares — an estimated $88.1K sold.

Action Point Financial Planning first reported a position in LDRH in Q2 2026 and held it in 1 quarter. The position peaked at $88.1K in Q2 2026. 4 funds tracked by Wall St. Rank hold LDRH as of Q3 2026.

Action Point Financial Planning reported no remaining iShares iBonds 1-5 Year High Yield and Income Ladder ETF position as of Q3 2026 after selling out during the quarter.
Action Point Financial Planning sold 3,571 iShares iBonds 1-5 Year High Yield and Income Ladder ETF shares in Q3 2026, an estimated $88.1K.
Action Point Financial Planning first reported a position in iShares iBonds 1-5 Year High Yield and Income Ladder ETF in Q2 2026 and held it in 1 quarter.
Action Point Financial Planning's iShares iBonds 1-5 Year High Yield and Income Ladder ETF position peaked at $88.1K in Q2 2026.
4 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year High Yield and Income Ladder ETF as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.