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 Q2	$842K	Buy	33,367 +17,019	+104%	+$428K	0.38%	29
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 $1.57B AUM 25.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RFP Financial Group's LDRT Position: Q2 2026 in Review

RFP Financial Group increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 104% in Q2 2026, buying an estimated $428K and bringing the position to 33,367 shares worth $842K. The position accounts for 0.38% of the portfolio, ranked #29.

RFP Financial Group first reported a position in LDRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.11M in Q1 2025. 19 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

RFP Financial Group held 33,367 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $842K as of Q2 2026.
RFP Financial Group bought 17,019 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $428K.
iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.38% of RFP Financial Group's portfolio in Q2 2026, its #29 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 6 quarters since.
RFP Financial Group's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $6.11M in Q1 2025.
19 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.