IAIM
LDRC

International Assets Investment Management’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

International Assets Investment Management’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 		$178K Hold
7,065
– – 0.01% 907
2026
Q1 		$178K Buy
7,065
+1,065
+18% +$27K 0.01% 844
2025
Q4 		$152K Buy
+6,000
New +$152K 0.01% 894

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 $103B AUM 28.65% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

International Assets Investment Management's LDRC Position: Q2 2026 in Review

International Assets Investment Management held its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) position steady in Q2 2026 at 7,065 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #907.

International Assets Investment Management first reported a position in LDRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $178K in Q1 2026. 10 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • International Assets Investment Management held 7,065 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $178K as of Q2 2026.
  • International Assets Investment Management left its iShares iBonds 1-5 Year Corporate Ladder ETF share count unchanged in Q2 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #907 holding.
  • International Assets Investment Management first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q4 2025 and has held it in 3 quarters since.
  • International Assets Investment Management's iShares iBonds 1-5 Year Corporate Ladder ETF position peaked at $178K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.