Clearstead Trust’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Clearstead Trust’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 Q1	$3.11K	Buy	+123	New	+$3.11K	﹤0.01%	832

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 $1.46B AUM 21.07% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Clearstead Trust's LDRT Position: Q1 2026 in Review

Clearstead Trust opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q1 2026: 123 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings.

17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

Clearstead Trust held 123 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $3.11K as of Q1 2026.
iShares iBonds 1-5 Year Treasury Ladder ETF was a new Clearstead Trust position in Q1 2026.
iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #832 holding.
17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.