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
Q2 		$1.03M Buy
40,807
+441
+1% +$11.1K 0.01% 1323
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
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's LDRC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 1.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 40,807 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1323.

Integrated Wealth Concepts first reported a position in LDRC in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • Integrated Wealth Concepts held 40,807 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $1.03M as of Q2 2026.
  • Integrated Wealth Concepts bought 441 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $11.1K.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1323 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.