IWC
LDRC

Integrated Wealth Concepts’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

Integrated Wealth Concepts’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 		$1.02M Buy
+40,366
New +$1.02M 0.01% 1099

Other funds holding LDRC

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Citadel Advisors
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's LDRC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q1 2026: 40,366 shares worth $1.02M. The stake represents 0.01% of the portfolio and ranks #1099 among its holdings.

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

  • Integrated Wealth Concepts held 40,366 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $1.02M as of Q1 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1099 holding.
  • 14 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.