HighTower Advisors’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

HighTower Advisors’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	$1.84M	Buy	73,189 +6,226	+9%	+$156K	﹤0.01%	1827
2026 Q1	$1.69M	Buy	66,963 +6,763	+11%	+$171K	﹤0.01%	1821
2025 Q4	$1.52M	Buy	60,200 +11,029	+22%	+$280K	﹤0.01%	1829
2025 Q3	$1.24M	Buy	49,171 +12,100	+33%	+$306K	﹤0.01%	1948
2025 Q2	$937K	Sell	37,071 -7,202	-16%	-$182K	﹤0.01%	2057
2025 Q1	$1.12M	Buy	+44,273	New	+$1.11M	﹤0.01%	1890

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 $1.57B AUM 25.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

SIG

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

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors's LDRT Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 9.3% in Q2 2026, buying an estimated $156K and bringing the position to 73,189 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

HighTower Advisors first reported a position in LDRT in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

HighTower Advisors held 73,189 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $1.84M as of Q2 2026.
HighTower Advisors bought 6,226 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $156K.
iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1827 holding.
HighTower Advisors first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.