WFA of San Diego’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

WFA of San Diego’s Portfolio LDDR Stock Details LDDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-365	Closed	-$29.8K	–	396
2026 Q1	$29.8K	Buy	365 +27	+8%	+$2.23K	0.02%	219
2025 Q4	$28.4K	Buy	338 +76	+29%	+$6.44K	0.02%	246
2025 Q3	$22.5K	Buy	+262	New	+$22.5K	0.02%	271

Other funds holding LDDR

SRHG

Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

DFS

Demming Financial Services Aurora, Ohio $157M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFA of San Diego's LDDR Position: Q2 2026 in Review

WFA of San Diego sold out of LifeX 2035 Income Bucket ETF (LDDR) in Q2 2026, closing a stake of 365 shares — an estimated $29.8K sold.

WFA of San Diego first reported a position in LDDR in Q3 2025 and held it in 3 quarters. The position peaked at $29.8K in Q1 2026. 8 funds tracked by Wall St. Rank hold LDDR as of Q2 2026.

WFA of San Diego reported no remaining LifeX 2035 Income Bucket ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 365 LifeX 2035 Income Bucket ETF shares in Q2 2026, an estimated $29.8K.
WFA of San Diego first reported a position in LifeX 2035 Income Bucket ETF in Q3 2025 and held it in 3 quarters.
WFA of San Diego's LifeX 2035 Income Bucket ETF position peaked at $29.8K in Q1 2026.
8 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.