Bank of Marin’s iShares iBonds 1-5 Year High Yield and Income Ladder ETF LDRH Stock Holding History

Bank of Marin’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	$383K	Buy	15,519 +2,004	+15%	+$49.5K	0.27%	102
2026 Q1	$333K	Buy	+13,515	New	+$336K	0.24%	110

Other funds holding LDRH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

APFP

Action Point Financial Planning Grand Rapids, Michigan $984M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Marin's LDRH Position: Q2 2026 in Review

Bank of Marin increased its iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) stake by 15% in Q2 2026, buying an estimated $49.5K and bringing the position to 15,519 shares worth $383K. The position accounts for 0.27% of the portfolio, ranked #102.

Bank of Marin first reported a position in LDRH in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold LDRH as of Q2 2026.

Bank of Marin held 15,519 shares of iShares iBonds 1-5 Year High Yield and Income Ladder ETF worth $383K as of Q2 2026.
Bank of Marin bought 2,004 iShares iBonds 1-5 Year High Yield and Income Ladder ETF shares in Q2 2026, an estimated $49.5K.
iShares iBonds 1-5 Year High Yield and Income Ladder ETF made up 0.27% of Bank of Marin's portfolio in Q2 2026, its #102 holding.
Bank of Marin first reported a position in iShares iBonds 1-5 Year High Yield and Income Ladder ETF in Q1 2026 and has held it in 2 quarters since.
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 Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.