Raymond James Financial
LDRT

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

Raymond James Financial’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 		$410K Buy
+16,349
New +$411K ﹤0.01% 4645

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

Raymond James Financial's LDRT Position: Q2 2026 in Review

Raymond James Financial opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q2 2026: 16,349 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #4645 among its holdings.

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

  • Raymond James Financial held 16,349 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $410K as of Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF was a new Raymond James Financial position in Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4645 holding.
  • 20 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.