ASN
LDRI

Advisory Services Network’s iShares iBonds 1-5 Year TIPS Ladder ETF LDRI Stock Holding History

Advisory Services Network’s Portfolio LDRI Stock Details LDRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$5.09K – 4833
2026
Q1 		$5.09K Buy
+200
New +$5.07K ﹤0.01% 3843

Other funds holding LDRI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Advisory Services Network's LDRI Position: Q2 2026 in Review

Advisory Services Network sold out of iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) in Q2 2026, closing a stake of 200 shares — an estimated $5.09K sold.

Advisory Services Network first reported a position in LDRI in Q1 2026 and held it in 1 quarter. The position peaked at $5.09K in Q1 2026. 8 funds tracked by Wall St. Rank hold LDRI as of Q2 2026.

  • Advisory Services Network reported no remaining iShares iBonds 1-5 Year TIPS Ladder ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 200 iShares iBonds 1-5 Year TIPS Ladder ETF shares in Q2 2026, an estimated $5.09K.
  • Advisory Services Network first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's iShares iBonds 1-5 Year TIPS Ladder ETF position peaked at $5.09K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.