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LDRT ISHARES TR

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IBONDS 1-5 YR TR (fund)

19 managers (20 13F filers) reported a position in LDRT shares at 2026-06-30, 4,005,796 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
20
New
7
Added
9
Reduced
1
Sold out
3
Shares held by filers
4,005,796

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.

HolderSharesValue% of portfolioChangeSource
HM PAYSON & CO1,899,940$47.7M0.63%+347,29013F-HRTimeline
Beaumont Financial Advisors, LLC1,069,444$26.8M1.71%+928,48313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA610,004$15.3M<0.01%+566,22313F-HRTimelineGroup
HighTower Advisors, LLC73,189$1.84M<0.01%+6,22613F-HRTimeline
Treasure Coast Financial Planning68,889$1.73M0.84%-3,14213F-HRTimeline
Gilbert Capital Group, Inc.62,169$1.56M1.09%new13F-HRTimeline
Spinnaker Investment Group, LLC56,192$1.41M0.23%+15,80413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,946$1.38M<0.01%+31,33113F-HRTimelineGroup
RFP Financial Group LLC33,367$842K0.38%+17,01913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,349$611K<0.01%+8,53113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,349$410K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC11,123$279K<0.01%+2,00013F-HRTimeline
Strategic Blueprint, LLC10,000$251K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,575$215KnewTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,327$83.5K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,774$44.5K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,492$37.5K<0.01%new13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS544$13.7K<0.01%new13F-HRTimeline
Clearstead Trust, LLC123$3.09K<0.01%013F-HRTimeline