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

UBS 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
Q3 		$22.7K Buy
+923
New +$23K ﹤0.01% 8379
2025
Q3 		– Sell
-95
Closed -$2.4K – 11213
2025
Q2 		$2.4K Buy
95
+92
+3,067% +$2.31K ﹤0.01% 9475
2025
Q1 		$75 Buy
+3
New +$75 ﹤0.01% 9977

Other funds holding LDRC

Gilbert Capital Group
Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group's LDRC Position: Q3 2026 in Review

UBS Group opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q3 2026: 923 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #8379 among its holdings. This is a return to the name: UBS Group previously reported a position in LDRC as recently as Q2 2025.

UBS Group first reported a position in LDRC in Q1 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold LDRC as of Q3 2026.

  • UBS Group held 923 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $22.7K as of Q3 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF was a new UBS Group position in Q3 2026.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8379 holding.
  • UBS Group first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.