IWC
LDRI

Integrated Wealth Concepts’s iShares iBonds 1-5 Year TIPS Ladder ETF LDRI Stock Holding History

Integrated Wealth Concepts’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 		$393K Buy
15,377
+2,007
+15% +$51.3K ﹤0.01% 1924
2026
Q1 		$340K Buy
+13,370
New +$339K ﹤0.01% 1777
2025
Q4 		– Sell
-13,074
Closed -$336K – 2076
2025
Q3 		$336K Buy
13,074
+138
+1% +$3.52K ﹤0.01% 1571
2025
Q2 		$332K Buy
+12,936
New +$329K ﹤0.01% 1500

Other funds holding LDRI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DC
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Integrated Wealth Concepts's LDRI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) stake by 15% in Q2 2026, buying an estimated $51.3K and bringing the position to 15,377 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Integrated Wealth Concepts first reported a position in LDRI in Q2 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold LDRI as of Q2 2026.

  • Integrated Wealth Concepts held 15,377 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $393K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,007 iShares iBonds 1-5 Year TIPS Ladder ETF shares in Q2 2026, an estimated $51.3K.
  • iShares iBonds 1-5 Year TIPS Ladder ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1924 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q2 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.