WFA of San Diego’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History
Bought
Maintained
Sold
Other funds holding LDDR
SRHG
BC
DFS
WFA of San Diego's LDDR Position: Q1 2026 in Review
WFA of San Diego increased its LifeX 2035 Income Bucket ETF (LDDR) stake by 8% in Q1 2026, buying an estimated $2.23K and bringing the position to 365 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #219.
WFA of San Diego first reported a position in LDDR in Q3 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold LDDR as of Q1 2026.
- WFA of San Diego held 365 shares of LifeX 2035 Income Bucket ETF worth $29.8K as of Q1 2026.
- WFA of San Diego bought 27 LifeX 2035 Income Bucket ETF shares in Q1 2026, an estimated $2.23K.
- LifeX 2035 Income Bucket ETF made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #219 holding.
- WFA of San Diego first reported a position in LifeX 2035 Income Bucket ETF in Q3 2025 and has held it in 3 quarters since.
- 9 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q1 2026.
Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.