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Ishares Ibonds 1-5 Year Treasury Ladder Etf shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Ishares Ibonds 1-5 Year Treasury Ladder Etf (LDRT) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Ishares Ibonds 1-5 Year Treasury Ladder Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds 1-5 Year Treasury Ladder Etf held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds 1-5 Year Treasury Ladder Etf by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 544 25.10

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Ishares Ibonds 1-5 Year Treasury Ladder Etf

Hm Payson & Co
Beaumont Financial Advisors
Royal Bank of Canada
HighTower Advisors
Treasure Coast Financial Planning
Gilbert Capital Group
Spinnaker Investment Group
Advisor Group Holdings
RFP Financial Group
Citadel Advisors
Raymond James Financial
Advisory Services Network
Strategic Blueprint
Cary Street Partner Investment Advisory
Cary Street Partners Financial

View all funds holding Ishares Ibonds 1-5 Year Treasury Ladder Etf