HM Payson & Co’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

HM Payson & Co’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	$47.7M	Buy	1,899,940 +347,290	+22%	+$8.73M	0.63%	43
2026 Q1	$39.2M	Buy	1,552,650 +1,302,924	+522%	+$33M	0.57%	48
2025 Q4	$6.32M	Buy	+249,726	New	+$6.33M	0.09%	95

Other funds holding LDRT

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 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

HM Payson & Co's LDRT Position: Q2 2026 in Review

HM Payson & Co increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 22% in Q2 2026, buying an estimated $8.73M and bringing the position to 1,899,940 shares worth $47.7M. The position accounts for 0.63% of the portfolio, ranked #43.

HM Payson & Co first reported a position in LDRT in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

HM Payson & Co held 1,899,940 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $47.7M as of Q2 2026.
HM Payson & Co bought 347,290 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $8.73M.
iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.63% of HM Payson & Co's portfolio in Q2 2026, its #43 holding.
HM Payson & Co first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q4 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.