Elm3 Financial Group’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

Elm3 Financial Group’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	$483K	Buy	+19,589	New	+$489K	0.32%	82

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Elm3 Financial Group's LDRC Position: Q3 2026 in Review

Elm3 Financial Group opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q3 2026: 19,589 shares worth $483K. The stake represents 0.32% of the portfolio and ranks #82 among its holdings.

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

Elm3 Financial Group held 19,589 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $483K as of Q3 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF was a new Elm3 Financial Group position in Q3 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.32% of Elm3 Financial Group's portfolio in Q3 2026, its #82 holding.
9 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.