CSP
LDRT

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

Cary Street Partners’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 		$95K Buy
+3,785
New +$95.1K ﹤0.01% 1007

Other funds holding LDRT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

Cary Street Partners opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q2 2026: 3,785 shares worth $95K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings.

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

  • Cary Street Partners held 3,785 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $95K as of Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF was a new Cary Street Partners position in Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1007 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

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