SW
LDRC

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

SteelPeak Wealth’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 		$1.16M Buy
46,213
+32,117
+228% +$809K 0.03% 295
2026
Q1 		$356K Buy
+14,096
New +$357K 0.01% 427

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

SteelPeak Wealth's LDRC Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 228% in Q2 2026, buying an estimated $809K and bringing the position to 46,213 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #295.

SteelPeak Wealth first reported a position in LDRC in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • SteelPeak Wealth held 46,213 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $1.16M as of Q2 2026.
  • SteelPeak Wealth bought 32,117 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $809K.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #295 holding.
  • SteelPeak Wealth first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.