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LDRC ISHARES TR

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IBOND 1 5 YR ETF (fund)

14 managers (14 13F filers) reported a position in LDRC shares at 2026-03-31, 2,415,104 shares in all. 8 filers opened a position and 0 filers sold out during the quarter.

Managers
14
13F filers
14
New
8
Added
4
Reduced
1
Sold out
0
Shares held by filers
2,415,104

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
HM PAYSON & CO1,932,193$48.8M0.7%+692,48913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…133,707$3.38M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC125,997$3.18M<0.01%+1,29013F-HRTimeline
CGN Advisors LLC116,422$2.94M0.23%+82,43613F-HRTimeline
Integrated Wealth Concepts LLC40,366$1.02M0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC19,656$496K0.1%-1,27413F-HRTimeline
SteelPeak Wealth, LLC14,096$356K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,046$279K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,065$178K0.01%+1,06513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,576$141K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,427$137K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC1,893$47.8K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY895$22.6K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC765$19.3K<0.01%new13F-HRTimeline