Commonwealth Equity Services’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Commonwealth Equity Services’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 Q3	$911K	Buy	+37,029	New	+$922K	﹤0.01%	2744

Other funds holding LDRT

Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Commonwealth Equity Services's LDRT Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q3 2026: 37,029 shares worth $911K. The stake represents ﹤0.01% of the portfolio and ranks #2744 among its holdings.

8 funds tracked by Wall St. Rank hold LDRT as of Q3 2026.

Commonwealth Equity Services held 37,029 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $911K as of Q3 2026.
iShares iBonds 1-5 Year Treasury Ladder ETF was a new Commonwealth Equity Services position in Q3 2026.
iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2744 holding.
8 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.