Synergy Financial Management »

Ishares Ibonds 1-5 Year Treasury Ladder Etf shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds 1-5 Year Treasury Ladder Etf by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $377k 15k 25.25

More positions owned by Synergy Financial Management

Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Amphenol Corp Cl A (APH)
Anaptysbio Inc Common (ANAB)
Dolby Laboratories Com Cl A (DLB)

View all positions for Synergy Financial Management

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

Hm Payson & Co
Beaumont Financial Advisors
Treasure Coast Financial Planning
HighTower Advisors
Royal Bank of Canada
Spinnaker Investment Group
RFP Financial Group
Citadel Advisors
Synergy Financial Management
Strategic Blueprint
Wells Fargo & Company
UBS Group
Sunbelt Securities
Atlantic Trust

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