HighTower Advisors
LDRI

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
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

TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

HighTower Advisors's LDRI Position: Q1 2026 in Review

HighTower Advisors increased its iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) stake by 12% in Q1 2026, buying an estimated $200K and bringing the position to 72,758 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

HighTower Advisors first reported a position in LDRI in Q1 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold LDRI as of Q1 2026.

  • HighTower Advisors held 72,758 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $1.85M as of Q1 2026.
  • HighTower Advisors bought 7,910 iShares iBonds 1-5 Year TIPS Ladder ETF shares in Q1 2026, an estimated $200K.
  • iShares iBonds 1-5 Year TIPS Ladder ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1766 holding.
  • HighTower Advisors first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q1 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.