Prospera Financial Services’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Prospera Financial Services’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 Q3	$358K	Buy	+14,414	New	+$359K	﹤0.01%	1192

Other funds holding LDRT

Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Prospera Financial Services's LDRT Position: Q3 2026 in Review

Prospera Financial Services opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q3 2026: 14,414 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings.

8 funds tracked by Wall St. Rank hold LDRT as of Q3 2026.

Prospera Financial Services held 14,414 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $358K as of Q3 2026.
iShares iBonds 1-5 Year Treasury Ladder ETF was a new Prospera Financial Services position in Q3 2026.
iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1192 holding.
8 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.