CARY STREET PARTNERS FINANCIAL LLC LDRT β€” ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF

Ownership history in CARY STREET PARTNERS FINANCIAL LLC  Β·  1 quarter on record

AI Ownership Summary

CARY STREET PARTNERS FINANCIAL LLC reported ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF (LDRT) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows LDRT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LDRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS FINANCIAL LLC's position in ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LDRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CARY STREET PARTNERS FINANCIAL LLC held LDRT β€” position size vs. price
% of Fund (quarterly)    LDRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 3,785 β€” β€” 0.00% $95K 2026-07-17 $25.02

FAQ About CARY STREET PARTNERS FINANCIAL LLC and LDRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS FINANCIAL LLC reported owning LDRT?

CARY STREET PARTNERS FINANCIAL LLC reported LDRT across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported LDRT position in CARY STREET PARTNERS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for LDRT was 0.00% in 2026 Q2.

What is the latest reported LDRT position on this page?

The most recent filing on this page is 2026 Q2, when CARY STREET PARTNERS FINANCIAL LLC reported 3,785 shares, equal to 0.00% of portfolio, with an estimated market value of $95K.

What does the chart on this LDRT ownership page compare?

The chart compares CARY STREET PARTNERS FINANCIAL LLC's quarterly LDRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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