HighTower Advisors
LDRC

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
Q2 		$3.27M Buy
129,983
+3,986
+3% +$100K ﹤0.01% 1481
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

HighTower Advisors's LDRC Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 3.2% in Q2 2026, buying an estimated $100K and bringing the position to 129,983 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

HighTower Advisors first reported a position in LDRC in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • HighTower Advisors held 129,983 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $3.27M as of Q2 2026.
  • HighTower Advisors bought 3,986 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $100K.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1481 holding.
  • HighTower Advisors first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.