CA
LDRC

CGN Advisors’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

CGN Advisors’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 		$2.99M Buy
118,885
+2,463
+2% +$62K 0.22% 93
2026
Q1 		$2.94M Buy
116,422
+82,436
+243% +$2.09M 0.23% 87
2025
Q4 		$862K Buy
33,986
+26,090
+330% +$661K 0.07% 191
2025
Q3 		$200K Buy
+7,896
New +$199K 0.02% 304

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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

CGN Advisors's LDRC Position: Q2 2026 in Review

CGN Advisors increased its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 2.1% in Q2 2026, buying an estimated $62K and bringing the position to 118,885 shares worth $2.99M. The position accounts for 0.22% of the portfolio, ranked #93.

CGN Advisors first reported a position in LDRC in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • CGN Advisors held 118,885 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $2.99M as of Q2 2026.
  • CGN Advisors bought 2,463 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $62K.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.22% of CGN Advisors's portfolio in Q2 2026, its #93 holding.
  • CGN Advisors first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.