CT
LDRC

Clearstead Trust’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

Clearstead Trust’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 		$19.3K Hold
765
– – ﹤0.01% 471
2026
Q1 		$19.3K Buy
+765
New +$19.4K ﹤0.01% 440

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 $104B AUM 28.3% 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
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Clearstead Trust's LDRC Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) position steady in Q2 2026 at 765 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Clearstead Trust first reported a position in LDRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.3K in Q1 2026. 12 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • Clearstead Trust held 765 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $19.3K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds 1-5 Year Corporate Ladder ETF share count unchanged in Q2 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #471 holding.
  • Clearstead Trust first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Trust's iShares iBonds 1-5 Year Corporate Ladder ETF position peaked at $19.3K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.