Wells Fargo
LDRC

Wells Fargo’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

Wells Fargo’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 		– Sell
-5,427
Closed -$137K – 7672
2026
Q1 		$137K Buy
+5,427
New +$138K ﹤0.01% 4930

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 $104B AUM 28.3% 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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Wells Fargo's LDRC Position: Q2 2026 in Review

Wells Fargo sold out of iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q2 2026, closing a stake of 5,427 shares — an estimated $137K sold.

Wells Fargo first reported a position in LDRC in Q1 2026 and held it in 1 quarter. The position peaked at $137K in Q1 2026. 12 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • Wells Fargo reported no remaining iShares iBonds 1-5 Year Corporate Ladder ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Fargo sold 5,427 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $137K.
  • Wells Fargo first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2026 and held it in 1 quarter.
  • Wells Fargo's iShares iBonds 1-5 Year Corporate Ladder ETF position peaked at $137K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.