SWM
LDRI

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

SHP Wealth Management’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 		$725 Buy
+28
New +$716 ﹤0.01% 1688

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SHP Wealth Management's LDRI Position: Q2 2026 in Review

SHP Wealth Management opened a new position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) in Q2 2026: 28 shares worth $725. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings.

8 funds tracked by Wall St. Rank hold LDRI as of Q2 2026.

  • SHP Wealth Management held 28 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $725 as of Q2 2026.
  • iShares iBonds 1-5 Year TIPS Ladder ETF was a new SHP Wealth Management position in Q2 2026.
  • iShares iBonds 1-5 Year TIPS Ladder ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1688 holding.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.