Mariner’s iShares iBonds 1-5 Year Treasury Ladder ETF LDRT Stock Holding History

Mariner’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 Q1	–	Sell	-24,888	Closed	-$630K	–	3886
2025 Q4	$630K	Buy	24,888 +13,190	+113%	+$334K	﹤0.01%	2287
2025 Q3	$296K	Buy	+11,698	New	+$295K	﹤0.01%	2819

Other funds holding LDRT

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Mariner's LDRT Position: Q1 2026 in Review

Mariner sold out of iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q1 2026, closing a stake of 24,888 shares — an estimated $630K sold.

Mariner first reported a position in LDRT in Q3 2025 and held it in 2 quarters. The position peaked at $630K in Q4 2025. 17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

Mariner reported no remaining iShares iBonds 1-5 Year Treasury Ladder ETF position as of Q1 2026 after selling out during the quarter.
Mariner sold 24,888 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q1 2026, an estimated $630K.
Mariner first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q3 2025 and held it in 2 quarters.
Mariner's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $630K in Q4 2025.
17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.