BFA
LDRT

Beaumont Financial Advisors’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Beaumont Financial Advisors’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 		$26.8M Buy
1,069,444
+928,483
+659% +$23.3M 1.71% 16
2026
Q1 		$3.56M Buy
+140,961
New +$3.57M 0.24% 70

Other funds holding LDRT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
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
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beaumont Financial Advisors's LDRT Position: Q2 2026 in Review

Beaumont Financial Advisors increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 659% in Q2 2026, buying an estimated $23.3M and bringing the position to 1,069,444 shares worth $26.8M. The position accounts for 1.71% of the portfolio, ranked #16.

Beaumont Financial Advisors 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.

  • Beaumont Financial Advisors held 1,069,444 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $26.8M as of Q2 2026.
  • Beaumont Financial Advisors bought 928,483 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $23.3M.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up 1.71% of Beaumont Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Beaumont Financial Advisors 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 Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.