Prospera Financial Services
LDRI icon

Prospera Financial Services’s iShares iBonds 1-5 Year TIPS Ladder ETF LDRI Stock Holding History

Prospera Financial Services’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
Q3 		$351K Buy
+14,064
New +$351K ﹤0.01% 1199

Other funds holding LDRI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gilbert Capital Group
Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Prospera Financial Services's LDRI Position: Q3 2026 in Review

Prospera Financial Services opened a new position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) in Q3 2026: 14,064 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings.

4 funds tracked by Wall St. Rank hold LDRI as of Q3 2026.

  • Prospera Financial Services held 14,064 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $351K as of Q3 2026.
  • iShares iBonds 1-5 Year TIPS Ladder ETF was a new Prospera Financial Services position in Q3 2026.
  • iShares iBonds 1-5 Year TIPS Ladder ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1199 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.