HighTower Advisors’s iShares iBonds 1-5 Year TIPS Ladder ETF LDRI Stock Holding History

HighTower Advisors’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	$2M	Buy	78,018 +5,260	+7%	+$135K	﹤0.01%	1776
2026 Q1	$1.85M	Buy	72,758 +7,910	+12%	+$200K	﹤0.01%	1766
2025 Q4	$1.64M	Buy	64,848 +12,585	+24%	+$320K	﹤0.01%	1786
2025 Q3	$1.34M	Buy	52,263 +16,503	+46%	+$421K	﹤0.01%	1891
2025 Q2	$917K	Buy	35,760 +11,634	+48%	+$296K	﹤0.01%	2068
2025 Q1	$618K	Buy	+24,126	New	+$607K	﹤0.01%	2297

Other funds holding LDRI

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

HighTower Advisors's LDRI Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) stake by 7.2% in Q2 2026, buying an estimated $135K and bringing the position to 78,018 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

HighTower Advisors first reported a position in LDRI in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold LDRI as of Q2 2026.

HighTower Advisors held 78,018 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $2M as of Q2 2026.
HighTower Advisors bought 5,260 iShares iBonds 1-5 Year TIPS Ladder ETF shares in Q2 2026, an estimated $135K.
iShares iBonds 1-5 Year TIPS Ladder ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1776 holding.
HighTower Advisors first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q1 2025 and has held it in 6 quarters since.
8 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q2 2026.

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