Advisory Services Network’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Advisory Services Network’s Portfolio LDRT Stock Details LDRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Buy	11,123 +2,000	+22%	+$50.3K	﹤0.01%	1786
2026 Q1	$230K	Buy	+9,123	New	+$231K	﹤0.01%	1737

Other funds holding LDRT

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisory Services Network's LDRT Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 22% in Q2 2026, buying an estimated $50.3K and bringing the position to 11,123 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Advisory Services Network first reported a position in LDRT in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

Advisory Services Network held 11,123 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $279K as of Q2 2026.
Advisory Services Network bought 2,000 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $50.3K.
iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1786 holding.
Advisory Services Network first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2026 and has held it in 2 quarters since.
20 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.