SIG
LDRC

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

Spinnaker Investment 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
2026
Q2 		$632K Buy
25,113
+5,457
+28% +$137K 0.1% 84
2026
Q1 		$496K Sell
19,656
-1,274
-6% -$32.3K 0.1% 78
2025
Q4 		$531K Sell
20,930
-868
-4% -$22K 0.1% 78
2025
Q3 		$552K Sell
21,798
-2,913
-12% -$73.5K 0.1% 72
2025
Q2 		$624K Sell
24,711
-4,911
-17% -$123K 0.15% 47
2025
Q1 		$744K Buy
+29,622
New +$741K 0.17% 44

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
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

Spinnaker Investment Group's LDRC Position: Q2 2026 in Review

Spinnaker Investment Group increased its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 28% in Q2 2026, buying an estimated $137K and bringing the position to 25,113 shares worth $632K. The position accounts for 0.1% of the portfolio, ranked #84.

Spinnaker Investment Group first reported a position in LDRC in Q1 2025 and has held it in 6 quarters since. The position peaked at $744K in Q1 2025. 5 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • Spinnaker Investment Group held 25,113 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $632K as of Q2 2026.
  • Spinnaker Investment Group bought 5,457 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $137K.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.1% of Spinnaker Investment Group's portfolio in Q2 2026, its #84 holding.
  • Spinnaker Investment Group first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2025 and has held it in 6 quarters since.
  • Spinnaker Investment Group's iShares iBonds 1-5 Year Corporate Ladder ETF position peaked at $744K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.