Osaic Holdings
LDRT

Osaic Holdings’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Osaic Holdings’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 		$1.38M Buy
54,946
+31,331
+133% +$787K ﹤0.01% 2673
2026
Q1 		$596K Buy
+23,615
New +$598K ﹤0.01% 3181

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
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings's LDRT Position: Q2 2026 in Review

Osaic Holdings increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 133% in Q2 2026, buying an estimated $787K and bringing the position to 54,946 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Osaic Holdings first reported a position in LDRT in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Osaic Holdings held 54,946 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $1.38M as of Q2 2026.
  • Osaic Holdings bought 31,331 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $787K.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2673 holding.
  • Osaic Holdings first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.