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

RFP Financial 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
2025 Q3	–	Sell	-17,749	Closed	-$448K	–	109
2025 Q2	$448K	Sell	17,749 -44,643	-72%	-$1.12M	0.19%	66
2025 Q1	$1.57M	Buy	62,392 +50,713	+434%	+$1.27M	0.63%	30
2024 Q4	$291K	Buy	+11,679	New	+$292K	0.11%	78

Other funds holding LDRC

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

RFP Financial Group's LDRC Position: Q3 2025 in Review

RFP Financial Group sold out of iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q3 2025, closing a stake of 17,749 shares — an estimated $448K sold.

RFP Financial Group first reported a position in LDRC in Q4 2024 and held it in 3 quarters. The position peaked at $1.57M in Q1 2025. 6 funds tracked by Wall St. Rank hold LDRC as of Q3 2025.

RFP Financial Group reported no remaining iShares iBonds 1-5 Year Corporate Ladder ETF position as of Q3 2025 after selling out during the quarter.
RFP Financial Group sold 17,749 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q3 2025, an estimated $448K.
RFP Financial Group first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q4 2024 and held it in 3 quarters.
RFP Financial Group's iShares iBonds 1-5 Year Corporate Ladder ETF position peaked at $1.57M in Q1 2025.
6 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q3 2025.

Based on RFP Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.