RFG
LDRI

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

RFP Financial Group’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
2025
Q3 		– Sell
-79,442
Closed -$2.04M – 110
2025
Q2 		$2.04M Buy
+79,442
New +$2.02M 0.84% 22

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFP Financial Group's LDRI Position: Q3 2025 in Review

RFP Financial Group sold out of iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) in Q3 2025, closing a stake of 79,442 shares — an estimated $2.04M sold.

RFP Financial Group first reported a position in LDRI in Q2 2025 and held it in 1 quarter. The position peaked at $2.04M in Q2 2025. 6 funds tracked by Wall St. Rank hold LDRI as of Q3 2025.

  • RFP Financial Group reported no remaining iShares iBonds 1-5 Year TIPS Ladder ETF position as of Q3 2025 after selling out during the quarter.
  • RFP Financial Group sold 79,442 iShares iBonds 1-5 Year TIPS Ladder ETF shares in Q3 2025, an estimated $2.04M.
  • RFP Financial Group first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q2 2025 and held it in 1 quarter.
  • RFP Financial Group's iShares iBonds 1-5 Year TIPS Ladder ETF position peaked at $2.04M in Q2 2025.
  • 6 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q3 2025.

Based on RFP Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.