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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors's LDRT Position: Q1 2026 in Review

HighTower Advisors increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 11% in Q1 2026, buying an estimated $171K and bringing the position to 66,963 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

HighTower Advisors first reported a position in LDRT in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

HighTower Advisors held 66,963 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $1.69M as of Q1 2026.
HighTower Advisors bought 6,763 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q1 2026, an estimated $171K.
iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1821 holding.
HighTower Advisors first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2025 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.