Gilbert Capital Group’s iShares iBonds 1-5 Year TIPS Ladder ETF LDRI Stock Holding History

Gilbert Capital Group’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	$572K	Buy	+22,378	New	+$572K	0.4%	42

Other funds holding LDRI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gilbert Capital Group's LDRI Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) in Q2 2026: 22,378 shares worth $572K. The stake represents 0.4% of the portfolio and ranks #42 among its holdings.

2 funds tracked by Wall St. Rank hold LDRI as of Q2 2026.

Gilbert Capital Group held 22,378 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $572K as of Q2 2026.
iShares iBonds 1-5 Year TIPS Ladder ETF was a new Gilbert Capital Group position in Q2 2026.
iShares iBonds 1-5 Year TIPS Ladder ETF made up 0.4% of Gilbert Capital Group's portfolio in Q2 2026, its #42 holding.
2 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.