GVAG
LDRT

Great Valley Advisor Group’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Great Valley Advisor Group’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
2025
Q4 		– Sell
-14,521
Closed -$368K – 992
2025
Q3 		$368K Buy
14,521
+44
+0.3% +$1.11K 0.01% 712
2025
Q2 		$366K Buy
+14,477
New +$365K 0.01% 689

Other funds holding LDRT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Great Valley Advisor Group's LDRT Position: Q4 2025 in Review

Great Valley Advisor Group sold out of iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q4 2025, closing a stake of 14,521 shares — an estimated $368K sold.

Great Valley Advisor Group first reported a position in LDRT in Q2 2025 and held it in 2 quarters. The position peaked at $368K in Q3 2025. 12 funds tracked by Wall St. Rank hold LDRT as of Q4 2025.

  • Great Valley Advisor Group reported no remaining iShares iBonds 1-5 Year Treasury Ladder ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 14,521 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q4 2025, an estimated $368K.
  • Great Valley Advisor Group first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q2 2025 and held it in 2 quarters.
  • Great Valley Advisor Group's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $368K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.