APW
LDRT

Atlantic Private Wealth’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Atlantic Private Wealth’s Portfolio LDRT Stock Details LDRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-49,256
Closed -$1.24M – 255
2025
Q2 		$1.24M Hold
49,256
– – 0.83% 19
2025
Q1 		$1.24M Buy
+49,256
New +$1.23M 0.92% 23

Other funds holding LDRT

TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Atlantic Private Wealth's LDRT Position: Q3 2025 in Review

Atlantic Private Wealth sold out of iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q3 2025, closing a stake of 49,256 shares — an estimated $1.24M sold.

Atlantic Private Wealth first reported a position in LDRT in Q1 2025 and held it in 2 quarters. The position peaked at $1.24M in Q2 2025. 11 funds tracked by Wall St. Rank hold LDRT as of Q3 2025.

  • Atlantic Private Wealth reported no remaining iShares iBonds 1-5 Year Treasury Ladder ETF position as of Q3 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 49,256 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q3 2025, an estimated $1.24M.
  • Atlantic Private Wealth first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2025 and held it in 2 quarters.
  • Atlantic Private Wealth's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $1.24M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q3 2025.

Based on Atlantic Private Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.