GCG
LDRC

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

Gilbert Capital 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
Q2 		$4.3M Buy
+170,750
New +$4.3M 3.01% 11

Other funds holding LDRC

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Gilbert Capital Group's LDRC Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q2 2026: 170,750 shares worth $4.3M. The stake represents 3.01% of the portfolio and ranks #11 among its holdings.

5 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • Gilbert Capital Group held 170,750 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $4.3M as of Q2 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF was a new Gilbert Capital Group position in Q2 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 3.01% of Gilbert Capital Group's portfolio in Q2 2026, its #11 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.