Wells Fargo
LDRT

Wells Fargo’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Wells Fargo’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 		$83.5K Hold
3,327
– – ﹤0.01% 5589
2026
Q1 		$84K Buy
3,327
+3,326
+332,600% +$84.2K ﹤0.01% 5193
2025
Q4 		$23 Buy
+1
New +$25 ﹤0.01% 6714

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

Wells Fargo's LDRT Position: Q2 2026 in Review

Wells Fargo held its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) position steady in Q2 2026 at 3,327 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5589.

Wells Fargo first reported a position in LDRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $84K in Q1 2026. 19 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Wells Fargo held 3,327 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $83.5K as of Q2 2026.
  • Wells Fargo left its iShares iBonds 1-5 Year Treasury Ladder ETF share count unchanged in Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5589 holding.
  • Wells Fargo first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q4 2025 and has held it in 3 quarters since.
  • Wells Fargo's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $84K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.