ISHARES IBONDS 1-5 CORP LAD (LDRC) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS 1-5 CORP LAD (LDRC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hm Payson & Co, Gilbert Capital Group, Inc., Northwestern Mutual Wealth Management Co, Hightower Advisors, Llc, and Steelpeak Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +441 | +1.1% | 40,807 | $1.03M | Q2 2026 | Sep 09, 2026 |
| Action Point Financial Planning, Llc | Buy | +3,518 | — | 3,518 | $88.60K | Q2 2026 | Aug 14, 2026 |
| Bank Of Montreal | Sell | -631 | -11.3% | 4,945 | $124.53K | Q2 2026 | Aug 12, 2026 |
| Hm Payson & Co | Buy | +217,629 | +11.3% | 2,149,822 | $54.14M | Q2 2026 | Jul 17, 2026 |
| Gilbert Capital Group, Inc. | Buy | +170,750 | — | 170,750 | $4.30M | Q2 2026 | Jul 13, 2026 |
| Steelpeak Wealth, Llc | Buy | +32,117 | +227.8% | 46,213 | $1.16M | Q2 2026 | Jul 13, 2026 |
| Spinnaker Investment Group, Llc | Buy | +5,457 | +27.8% | 25,113 | $632.47K | Q2 2026 | Jul 10, 2026 |
| Wells Fargo & Company/Mn | Sell | -5,427 | -100.0% | 0 | $0.00 | Q2 2026 | Jul 08, 2026 |
| Cgn Advisors Llc | Buy | +2,463 | +2.1% | 118,885 | $2.99M | Q2 2026 | Jul 06, 2026 |
| Citadel Advisors Llc | Sell | -11,046 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -1,893 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -133,707 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Hightower Advisors, Llc | Sell | -125,997 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about LDRC activity
Which institutional owners are buying LDRC?
Institutional owners buying LDRC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LDRC activity?
"Buy" means an investor increased their reported position in LDRC compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS 1-5 CORP LAD (LDRC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LDRC increasing?
Institutional interest in LDRC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.