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
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 $94.2B AUM 21.24% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Integrated Wealth Concepts's LDRI Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) in Q1 2026: 13,370 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1777 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LDRI as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in LDRI in Q2 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold LDRI as of Q1 2026.

  • Integrated Wealth Concepts held 13,370 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $340K as of Q1 2026.
  • iShares iBonds 1-5 Year TIPS Ladder ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares iBonds 1-5 Year TIPS Ladder ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1777 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 3 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.