Creative Planning
LDRI

Creative Planning’s iShares iBonds 1-5 Year TIPS Ladder ETF LDRI Stock Holding History

Creative Planning’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 		$402K Hold
15,700
– – ﹤0.01% 3360
2026
Q1 		$400K Sell
15,700
-1,422
-8% -$36K ﹤0.01% 3198
2025
Q4 		$432K Hold
17,122
– – ﹤0.01% 2962
2025
Q3 		$440K Buy
17,122
+1,422
+9% +$36.3K ﹤0.01% 2834
2025
Q2 		$403K Buy
+15,700
New +$399K ﹤0.01% 2649

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Creative Planning's LDRI Position: Q2 2026 in Review

Creative Planning held its iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) position steady in Q2 2026 at 15,700 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #3360.

Creative Planning first reported a position in LDRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $440K in Q3 2025. 8 funds tracked by Wall St. Rank hold LDRI as of Q2 2026.

  • Creative Planning held 15,700 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $402K as of Q2 2026.
  • Creative Planning left its iShares iBonds 1-5 Year TIPS Ladder ETF share count unchanged in Q2 2026.
  • iShares iBonds 1-5 Year TIPS Ladder ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3360 holding.
  • Creative Planning first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's iShares iBonds 1-5 Year TIPS Ladder ETF position peaked at $440K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.