Clearstead Trust
LDRT icon

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
Q2 		$3.09K Hold
123
– – ﹤0.01% 853
2026
Q1 		$3.11K Buy
+123
New +$3.11K ﹤0.01% 832

Other funds holding LDRT

HM Payson & Co
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Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 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
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 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 40.89% 1-Year Est. Return

Clearstead Trust's LDRT Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) position steady in Q2 2026 at 123 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Clearstead Trust first reported a position in LDRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.11K in Q1 2026. 19 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Clearstead Trust held 123 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $3.09K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds 1-5 Year Treasury Ladder ETF share count unchanged in Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #853 holding.
  • Clearstead Trust first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Trust's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $3.11K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.