ISHARES IBOND 1-5 TREA LAD (LDRT) Institutional Ownership Changes & 13F Activity
ISHARES IBOND 1-5 TREA LAD (LDRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Beaumont Financial Advisors, Llc, Royal Bank Of Canada, Hm Payson & Co, Hightower Advisors, Llc, and Gilbert Capital Group, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +8,531 | +53.9% | 24,349 | $611.28K | Q2 2026 | Sep 02, 2026 |
| Royal Bank Of Canada | Buy | +566,223 | +1293.3% | 610,004 | $15.31M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +31,331 | +132.7% | 54,946 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Rfp Financial Group Llc | Buy | +17,019 | +104.1% | 33,367 | $842.46K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +16,349 | — | 16,349 | $410.44K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +544 | — | 544 | $13.66K | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, Llc | Buy | +2,000 | +21.9% | 11,123 | $279.24K | Q2 2026 | Aug 12, 2026 |
| Fifth Third Bancorp | Buy | +1,492 | — | 1,492 | $37.46K | Q2 2026 | Aug 05, 2026 |
| Beaumont Financial Advisors, Llc | Buy | +928,483 | +658.7% | 1,069,444 | $26.85M | Q2 2026 | Aug 04, 2026 |
| Treasure Coast Financial Planning | Sell | -3,142 | -4.4% | 68,889 | $1.73M | Q2 2026 | Jul 29, 2026 |
| Hm Payson & Co | Buy | +347,290 | +22.4% | 1,899,940 | $47.70M | Q2 2026 | Jul 17, 2026 |
| Cary Street Partners Investment Advisory Llc | Buy | +4,790 | — | 4,790 | $120.25K | Q2 2026 | Jul 17, 2026 |
| Cary Street Partners Financial Llc | Buy | +3,785 | — | 3,785 | $95.02K | Q2 2026 | Jul 17, 2026 |
| Gilbert Capital Group, Inc. | Buy | +62,169 | — | 62,169 | $1.56M | Q2 2026 | Jul 13, 2026 |
| Spinnaker Investment Group, Llc | Buy | +15,804 | +39.1% | 56,192 | $1.41M | Q2 2026 | Jul 10, 2026 |
| Sunbelt Securities, Inc. | Sell | -126 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Sell | -11,171 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Synergy Asset Management, Llc | Sell | -14,926 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Hightower Advisors, Llc | Sell | -66,963 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -621 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about LDRT activity
Which institutional owners are buying LDRT?
Institutional owners buying LDRT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LDRT activity?
"Buy" means an investor increased their reported position in LDRT compared to the prior reporting period. This reflects growing exposure to ISHARES IBOND 1-5 TREA LAD (LDRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LDRT increasing?
Institutional interest in LDRT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.