Commonwealth Equity Services’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

Commonwealth Equity Services’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 Q3	$368K	Buy	+14,926	New	+$373K	﹤0.01%	3548

Other funds holding LDRC

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Commonwealth Equity Services's LDRC Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q3 2026: 14,926 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #3548 among its holdings.

9 funds tracked by Wall St. Rank hold LDRC as of Q3 2026.

Commonwealth Equity Services held 14,926 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $368K as of Q3 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF was a new Commonwealth Equity Services position in Q3 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3548 holding.
9 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.