9 institutions reported holding $79.7M of ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF (LDRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HM PAYSON & CO ($47.7M), Beaumont Financial Advisors, LLC ($26.8M), Treasure Coast Financial Planning ($1.7M), Gilbert Capital Group, Inc. ($1.6M), Spinnaker Investment Group, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HM PAYSON & CO | $47.7M | 1.9M | Added |
| 2 | Beaumont Financial Advisors, LLC | $26.8M | 1.1M | Added |
| 3 | Treasure Coast Financial Planning | $1.7M | 68,889 | Trimmed |
| 4 | Gilbert Capital Group, Inc. | $1.6M | 62,169 | New |
| 5 | Spinnaker Investment Group, LLC | $1.4M | 56,192 | Added |
| 6 | Strategic Blueprint, LLC | $251,050 | 10,000 | Hold |
| 7 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $120,253 | 4,790 | New |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | $95,022 | 3,785 | New |
| 9 | Synergy Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30