LDRT ISHARES TR
FollowIBONDS 1-5 YR TR (fund)
12 managers (12 13F filers) reported a position in LDRT shares at 2025-12-31, 538,279 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 3
- Added
- 5
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 538,279
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HM PAYSON & CO | 249,726 | $6.32M | 0.09% | new | 13F-HRTimeline |
| Treasure Coast Financial Planning | 68,520 | $1.73M | 0.92% | +2,197 | 13F-HRTimeline |
| HighTower Advisors, LLC | 60,200 | $1.52M | <0.01% | +11,029 | 13F-HRTimeline |
| Spinnaker Investment Group, LLC | 43,073 | $1.09M | 0.2% | +1,928 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 39,875 | $1.01M | <0.01% | +26,184 | 13F-HRTimelineGroup |
| Mariner, LLCin group Mariner, LLC | 24,888 | $630K | <0.01% | +13,190 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 22,197 | $562K | <0.01% | -15,238 | 13F-HRTimelineGroup |
| RFP Financial Group LLC | 19,563 | $495K | 0.24% | -2,769 | 13F-HRTimeline |
| Strategic Blueprint, LLC | 10,000 | $253K | 0.01% | 0 | 13F-HRTimeline |
| Sunbelt Securities, Inc. | 126 | $3.19K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 110 | $2.79K | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $23 | <0.01% | new | 13F-HRTimelineGroup |