iShares Ibond 1-5 Trea LadLDRTETF
13F holders, Q2 2026 (June 30)19holders +2
6new positions
3sold out
1famous investor
$25.11avg. 13F price*
At the end of Q2 2026, 19 institutions reported holding iShares Ibond 1-5 Trea Lad (LDRT) in their 13F filings, up 2 from Q1 2026. 6 opened new positions and 3 sold out. The largest holders were HM Payson & Co. ($47.7M), Beaumont Financial Advisors, LLC ($26.8M) and Royal Bank of Canada ($15.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibond 1-5 Trea Lad
- CUSIP
- 46438G521
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 3 | $675K |
All 13F filers, Q1 2026 → Q2 2026: 2,012,036 shares bought and 29,860 shares sold, net +1,982,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| HM Payson & Co. | 0.63% | Add +22.4% | 1,899,940 | $47.7M |
| Beaumont Financial Advisors, LLC | 1.71% | Add +658.7% | 1,069,444 | $26.8M |
| Royal Bank of Canada | 0.00% | Add +1293.3% | 610,004 | $15.3M |
| HighTower Advisors, LLC | 0.00% | Add +9.3% | 73,189 | $1.8M |
| Treasure Coast Financial Planning | 0.84% | Reduce -4.4% | 68,889 | $1.7M |
| Gilbert Capital Group, Inc. | 1.09% | New | 62,169 | $1.6M |
| Spinnaker Investment Group, LLC | 0.23% | Add +39.1% | 56,192 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +132.7% | 54,946 | $1.4M |
| RFP Financial Group LLC | 0.38% | Add +104.1% | 33,367 | $842K |
| Citadel Advisors | 0.00% | Add +53.9% | 24,349 | $611K |
| Raymond James Financial Inc. | 0.00% | New | 16,349 | $410K |
| Advisory Services Network, LLC | 0.00% | Add +21.9% | 11,123 | $279K |
| Strategic Blueprint, LLC | 0.01% | No change | 10,000 | $251K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 4,790 | $120K |
| Cary Street Partners Financial LLC | 0.00% | New | 3,785 | $95K |
| Wells Fargo & Company | 0.00% | No change | 3,327 | $84K |
| Fifth Third Bancorp | 0.00% | New | 1,492 | $37K |
| Fiduciary Financial Advisors | 0.00% | New | 544 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 123 | $3K |
"% of holder's portfolio" is LDRT's weight in each manager's 13F, not the share of iShares Ibond 1-5 Trea Lad the manager owns.