HighTower Advisors’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

HighTower Advisors’s Portfolio LDRC Stock Details LDRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.57M	Buy	144,915 +14,932	+11%	+$373K	﹤0.01%	1448
2026 Q2	$3.27M	Buy	129,983 +3,986	+3%	+$100K	﹤0.01%	1482
2026 Q1	$3.18M	Buy	125,997 +1,290	+1%	+$32.7K	﹤0.01%	1440
2025 Q4	$3.16M	Buy	124,707 +4,690	+4%	+$119K	﹤0.01%	1420
2025 Q3	$3.04M	Buy	120,017 +42,516	+55%	+$1.07M	﹤0.01%	1401
2025 Q2	$1.96M	Buy	77,501 +27,603	+55%	+$693K	﹤0.01%	1580
2025 Q1	$1.25M	Buy	+49,898	New	+$1.25M	﹤0.01%	1809

Other funds holding LDRC

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

HighTower Advisors's LDRC Position: Q3 2026 in Review

HighTower Advisors increased its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 11% in Q3 2026, buying an estimated $373K and bringing the position to 144,915 shares worth $3.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

HighTower Advisors first reported a position in LDRC in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold LDRC as of Q3 2026.

HighTower Advisors held 144,915 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $3.57M as of Q3 2026.
HighTower Advisors bought 14,932 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q3 2026, an estimated $373K.
iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1448 holding.
HighTower Advisors first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2025 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.