RFG
LDRT

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

RFP Financial 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
Q1 		$413K Sell
16,348
-3,215
-16% -$81.4K 0.22% 41
2025
Q4 		$495K Sell
19,563
-2,769
-12% -$70.2K 0.24% 39
2025
Q3 		$565K Sell
22,332
-183,381
-89% -$4.63M 0.23% 55
2025
Q2 		$5.2M Sell
205,713
-36,138
-15% -$911K 2.15% 10
2025
Q1 		$6.11M Buy
+241,851
New +$6.06M 2.46% 9

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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RFP Financial Group's LDRT Position: Q1 2026 in Review

RFP Financial Group reduced its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 16% in Q1 2026, selling an estimated $81.4K and leaving 16,348 shares worth $413K. The position accounts for 0.22% of the portfolio, ranked #41.

RFP Financial Group first reported a position in LDRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.11M in Q1 2025. 17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

  • RFP Financial Group held 16,348 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $413K as of Q1 2026.
  • RFP Financial Group sold 3,215 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q1 2026, an estimated $81.4K.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.22% of RFP Financial Group's portfolio in Q1 2026, its #41 holding.
  • RFP Financial Group first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q1 2025 and has held it in 5 quarters since.
  • RFP Financial Group's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $6.11M in Q1 2025.
  • 17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.