LDRI ISHARES TR
FollowIBONDS 1-5 YR TI (fund)
6 managers (6 13F filers) reported a position in LDRI shares at 2025-06-30, 167,678 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 3
- Added
- 2
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 167,678
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 79,442 | $2.04M | 0.84% | new | 13F-HRTimeline |
| HighTower Advisors, LLC | 35,760 | $917K | <0.01% | +11,634 | 13F-HRTimeline |
| Treasure Coast Financial Planning | 23,840 | $611K | 0.36% | +1,800 | 13F-HRTimeline |
| Creative Planningin group Creative Planning | 15,700 | $403K | <0.01% | new | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 12,936 | $332K | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |