Vault-13

ISHARES TR LDRT

IBONDS 1-5 YR TR · ETP · CUSIP 46438G521

20 institutional holders +3 vs Q1 2026
4,002,0114.0m shares reported held*
$100.5mreported value*
7 new 9 added 1 reduced 3 sold out net bought ≈ $49.8m (+2.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($95.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.11.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q4 24: 6Q1 25: 9Q2 25: 11Q3 25: 11Q4 25: 12Q1 26: 17Q2 26: 2020Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20246
Q1 20259
Q2 202511
Q3 202511
Q4 202512
Q1 202617
Q2 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 25: 7 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 4 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 3 cut or sold outQ3 25Q4 25: 8 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 4 cut or sold outQ1 26Q2 26: 16 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202573
Q2 202545
Q3 202583
Q4 202584
Q1 2026134
Q2 2026164

Biggest buyers

Beaumont Financial Advisors, LLC Added +928,483+928.5k
ROYAL BANK OF CANADA Added +566,223+566.2k
HM PAYSON & CO Added +347,290+347.3k
Gilbert Capital Group, Inc. New +62,169+62.2k
OSAIC HOLDINGS, INC. Added +31,331+31.3k
RFP Financial Group LLC Added +17,019+17.0k
RAYMOND JAMES FINANCIAL INC New +16,349+16.3k
Spinnaker Investment Group, LLC Added +15,804+15.8k
CITADEL ADVISORS LLC Added +8,531+8.5k
HighTower Advisors, LLC Added +6,226+6.2k

Biggest sellers

Synergy Asset Management, LLC Sold out -14,926-14.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -11,171-11.2k
Treasure Coast Financial Planning Reduced -3,142-3.1k
UBS Group AG Sold out -621-621

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HM PAYSON & CO 0.63% of their portfolio PORTLAND, ME 1,899,9401.9m $47.7m $47.7m 0.63% Added +347.3k +347,290
2 Beaumont Financial Advisors, LLC 1.71% of their portfolio NEEDHAM, MA 1,069,4441.1m $26.8m $26.8m 1.71% Added +928.5k +928,483
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 610,004610.0k $15.3m $15.3m 0.00% Added +566.2k +566,223
4 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 73,18973.2k $1.8m $1.8m 0.00% Added +6.2k +6,226
5 Treasure Coast Financial Planning 0.84% of their portfolio VERO BEACH, FL 68,88968.9k $1.7m $1.7m 0.84% Reduced -3.1k -3,142
6 Gilbert Capital Group, Inc. 1.09% of their portfolio NORTH YARMOUTH, ME 62,16962.2k $1.6m $1.6m 1.09% New
7 Spinnaker Investment Group, LLC 0.23% of their portfolio Newport Beach, CA 56,19256.2k $1.4m $1.4m 0.23% Added +15.8k +15,804
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 54,94654.9k $1.4m $1.4m 0.00% Added +31.3k +31,331
9 RFP Financial Group LLC 0.38% of their portfolio ATLANTA, GA 33,36733.4k $842.5k $842.5k 0.38% Added +17.0k +17,019
10 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,34924.3k $611.3k $611.3k 0.00% Added +8.5k +8,531
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,34916.3k $410.4k $410.4k 0.00% New
12 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 11,12311.1k $279.2k $279.2k 0.00% Added +2.0k +2,000
13 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 10,00010.0k $251.1k $251.1k 0.01% Unchanged
14 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 4,7904.8k $120.3k $120.3k 0.02% New
15 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 3,7853.8k $95.0k $95.0k 0.00% New
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,3273.3k $83.5k $83.5k 0.00% Unchanged
17 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,7741.8k $44.5k $44.5k 0.00% New
18 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,4921.5k $37.5k $37.5k 0.00% New
19 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 544544 $13.7k $13.7k 0.00% New
20 Clearstead Trust, LLC 0.00% of their portfolio PORTLAND, ME 123123 $3.1k $3.1k 0.00% Unchanged