LDRH ISHARES TR
FollowIBONDS 1-5 YR HI (fund)
6 managers (6 13F filers) reported a position in LDRH shares at 2026-06-30, 531,840 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 1
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 531,840
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 495,136 | $12.2M | 0.01% | new | 13F-HRTimeline |
| INTERNATIONAL ASSETS INVESTMENT MANAGEM… | 17,171 | $423K | 0.03% | 0 | 13F-HRTimeline |
| Bank of Marin | 15,519 | $383K | 0.27% | +2,004 | 13F-HRTimeline |
| FIDUCIARY FINANCIAL ADVISORS | 3,571 | $88.1K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 236 | $5.82K | <0.01% | -23 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 207 | $5.11K | <0.01% | 0 | 13F-HRTimelineGroup |