CSPIA
LDRT

Cary Street Partners Investment Advisory’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Cary Street Partners Investment Advisory’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 		$120K Buy
+4,790
New +$120K 0.02% 473

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Cary Street Partners Investment Advisory's LDRT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q2 2026: 4,790 shares worth $120K. The stake represents 0.02% of the portfolio and ranks #473 among its holdings.

11 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,790 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $120K as of Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #473 holding.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.