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

UBS 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 Q4	–	Sell	-3	Closed	-$77	–	11399
2025 Q3	$77	Buy	+3	New	+$77	﹤0.01%	9965
2025 Q1	–	Sell	-93	Closed	-$2.31K	–	10909
2024 Q4	$2.31K	Buy	+93	New	+$2.32K	﹤0.01%	9069

Other funds holding LDRI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group's LDRI Position: Q4 2025 in Review

UBS Group sold out of iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) in Q4 2025, closing a stake of 3 shares — an estimated $77 sold.

UBS Group first reported a position in LDRI in Q4 2024 and held it in 2 quarters. The position peaked at $2.31K in Q4 2024. 3 funds tracked by Wall St. Rank hold LDRI as of Q4 2025.

UBS Group reported no remaining iShares iBonds 1-5 Year TIPS Ladder ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 3 iShares iBonds 1-5 Year TIPS Ladder ETF shares in Q4 2025, an estimated $77.
UBS Group first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q4 2024 and held it in 2 quarters.
UBS Group's iShares iBonds 1-5 Year TIPS Ladder ETF position peaked at $2.31K in Q4 2024.
3 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.