IWC
LDRT

Integrated Wealth Concepts’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Integrated Wealth Concepts’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 		$44.5K Buy
+1,774
New +$44.6K ﹤0.01% 3469

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
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
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 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 40.91% 1-Year Est. Return

Integrated Wealth Concepts's LDRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q2 2026: 1,774 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #3469 among its holdings.

20 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Integrated Wealth Concepts held 1,774 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $44.5K as of Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3469 holding.
  • 20 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.