GCG
LDRT

Gilbert Capital Group’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Gilbert Capital Group’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
2026
Q2 		$1.56M Buy
+62,169
New +$1.56M 1.09% 23

Other funds holding LDRT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Gilbert Capital Group's LDRT Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q2 2026: 62,169 shares worth $1.56M. The stake represents 1.09% of the portfolio and ranks #23 among its holdings.

5 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Gilbert Capital Group held 62,169 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $1.56M as of Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF was a new Gilbert Capital Group position in Q2 2026.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up 1.09% of Gilbert Capital Group's portfolio in Q2 2026, its #23 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.