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
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 $1.46B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Synergy Asset Management's LDRT Position: Q1 2026 in Review

Synergy Asset Management opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q1 2026: 14,926 shares worth $377K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

  • Synergy Asset Management held 14,926 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $377K as of Q1 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF was a new Synergy Asset Management position in Q1 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.04% of Synergy Asset Management's portfolio in Q1 2026, its #180 holding.
  • 17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.