SAM
LDRT

Synergy Asset Management’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Synergy Asset Management’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 		– Sell
-14,926
Closed -$377K – 337
2026
Q1 		$377K Buy
+14,926
New +$378K 0.04% 180

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 40.89% 1-Year Est. Return

Synergy Asset Management's LDRT Position: Q2 2026 in Review

Synergy Asset Management sold out of iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q2 2026, closing a stake of 14,926 shares — an estimated $377K sold.

Synergy Asset Management first reported a position in LDRT in Q1 2026 and held it in 1 quarter. The position peaked at $377K in Q1 2026. 20 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Synergy Asset Management reported no remaining iShares iBonds 1-5 Year Treasury Ladder ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 14,926 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $377K.
  • Synergy Asset Management first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Asset Management's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $377K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.