LDRC ISHARES TR
FollowIBOND 1 5 YR ETF (fund)
6 managers (6 13F filers) reported a position in LDRC shares at 2025-12-31, 1,426,222 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 3
- Added
- 2
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 1,426,222
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 1,239,704 | $31.5M | 0.44% | new | 13F-HRTimeline |
| HighTower Advisors, LLC | 124,707 | $3.16M | <0.01% | +4,690 | 13F-HRTimeline |
| CGN Advisors LLC | 33,986 | $862K | 0.07% | +26,090 | 13F-HRTimeline |
| Spinnaker Investment Group, LLC | 20,930 | $531K | 0.1% | -868 | 13F-HRTimeline |
| INTERNATIONAL ASSETS INVESTMENT MANAGEM… | 6,000 | $152K | 0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 895 | $22.7K | <0.01% | new | 13F-HR/ATimelineGroup |