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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clearstead Trust's LDRC Position: Q1 2026 in Review

Clearstead Trust opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q1 2026: 765 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

14 funds tracked by Wall St. Rank hold LDRC as of Q1 2026.

Clearstead Trust held 765 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $19.3K as of Q1 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF was a new Clearstead Trust position in Q1 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #440 holding.
14 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.