LDRC ISHARES TR
FollowIBOND 1 5 YR ETF (fund)
12 managers (12 13F filers) reported a position in LDRC shares at 2026-06-30, 2,698,761 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 2
- Added
- 6
- Reduced
- 1
- Sold out
- 4
- Shares held by filers
- 2,698,761
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HM PAYSON & CO | 2,149,822 | $54.1M | 0.72% | +217,629 | 13F-HRTimeline |
| Gilbert Capital Group, Inc. | 170,750 | $4.3M | 3.01% | new | 13F-HRTimeline |
| HighTower Advisors, LLC | 129,983 | $3.27M | <0.01% | +3,986 | 13F-HRTimeline |
| CGN Advisors LLC | 118,885 | $2.99M | 0.22% | +2,463 | 13F-HRTimeline |
| SteelPeak Wealth, LLC | 46,213 | $1.16M | 0.03% | +32,117 | 13F-HRTimeline |
| Integrated Wealth Concepts LLC | 40,807 | $1.03M | 0.01% | +441 | 13F-HRTimeline |
| Spinnaker Investment Group, LLC | 25,113 | $632K | 0.1% | +5,457 | 13F-HRTimeline |
| INTERNATIONAL ASSETS INVESTMENT MANAGEM… | 7,065 | $178K | 0.01% | 0 | 13F-HRTimeline |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 4,945 | $125K | <0.01% | -631 | 13F-HRTimelineGroup |
| FIDUCIARY FINANCIAL ADVISORS | 3,518 | $88.6K | 0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 895 | $22.5K | <0.01% | 0 | 13F-HRTimelineGroup |
| Clearstead Trust, LLC | 765 | $19.3K | <0.01% | 0 | 13F-HRTimeline |