HPC
LDRC

HM Payson & Co’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

HM Payson & Co’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 		$54.1M Buy
2,149,822
+217,629
+11% +$5.48M 0.72% 38
2026
Q1 		$48.8M Buy
1,932,193
+692,489
+56% +$17.6M 0.7% 43
2025
Q4 		$31.5M Buy
+1,239,704
New +$31.4M 0.44% 50

Other funds holding LDRC

GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 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

HM Payson & Co's LDRC Position: Q2 2026 in Review

HM Payson & Co increased its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 11% in Q2 2026, buying an estimated $5.48M and bringing the position to 2,149,822 shares worth $54.1M. The position accounts for 0.72% of the portfolio, ranked #38.

HM Payson & Co first reported a position in LDRC in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • HM Payson & Co held 2,149,822 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $54.1M as of Q2 2026.
  • HM Payson & Co bought 217,629 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $5.48M.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.72% of HM Payson & Co's portfolio in Q2 2026, its #38 holding.
  • HM Payson & Co first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.