SIG
LDRT

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

Spinnaker Investment 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 		$1.41M Buy
56,192
+15,804
+39% +$397K 0.23% 45
2026
Q1 		$1.02M Sell
40,388
-2,685
-6% -$68K 0.21% 42
2025
Q4 		$1.09M Buy
43,073
+1,928
+5% +$48.9K 0.2% 44
2025
Q3 		$1.04M Buy
41,145
+7,648
+23% +$193K 0.2% 42
2025
Q2 		$846K Sell
33,497
-2,295
-6% -$57.8K 0.2% 36
2025
Q1 		$904K Buy
+35,792
New +$897K 0.2% 40

Other funds holding LDRT

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 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

Spinnaker Investment Group's LDRT Position: Q2 2026 in Review

Spinnaker Investment Group increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 39% in Q2 2026, buying an estimated $397K and bringing the position to 56,192 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #45.

Spinnaker Investment Group first reported a position in LDRT in Q1 2025 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • Spinnaker Investment Group held 56,192 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $1.41M as of Q2 2026.
  • Spinnaker Investment Group bought 15,804 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $397K.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.23% of Spinnaker Investment Group's portfolio in Q2 2026, its #45 holding.
  • Spinnaker Investment 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.
  • 5 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.