SS
LDRT

Sunbelt Securities’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Sunbelt Securities’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 		$3.18K Hold
126
– – ﹤0.01% 1804
2025
Q4 		$3.19K Hold
126
– – ﹤0.01% 1749
2025
Q3 		$3.19K Buy
+126
New +$3.18K ﹤0.01% 1737
2025
Q2 		– Sell
-126
Closed -$3.18K – 1914
2025
Q1 		$3.18K Buy
+126
New +$3.16K ﹤0.01% 1500

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
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
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
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

Sunbelt Securities's LDRT Position: Q1 2026 in Review

Sunbelt Securities held its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) position steady in Q1 2026 at 126 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Sunbelt Securities first reported a position in LDRT in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.19K in Q4 2025. 17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

  • Sunbelt Securities held 126 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $3.18K as of Q1 2026.
  • Sunbelt Securities left its iShares iBonds 1-5 Year Treasury Ladder ETF share count unchanged in Q1 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1804 holding.
  • Sunbelt Securities first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $3.19K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.