TCFP
LDRI

Treasure Coast Financial Planning’s iShares iBonds 1-5 Year TIPS Ladder ETF LDRI Stock Holding History

Treasure Coast Financial Planning’s Portfolio LDRI Stock Details LDRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$809K Sell
31,640
-5,487
-15% -$140K 0.39% 28
2026
Q1 		$945K Sell
37,127
-2,568
-6% -$65.1K 0.49% 26
2025
Q4 		$1M Buy
39,695
+2,668
+7% +$67.9K 0.53% 26
2025
Q3 		$951K Buy
37,027
+13,187
+55% +$337K 0.53% 26
2025
Q2 		$611K Buy
23,840
+1,800
+8% +$45.7K 0.36% 25
2025
Q1 		$564K Buy
+22,040
New +$555K 0.35% 25

Other funds holding LDRI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Treasure Coast Financial Planning's LDRI Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) stake by 15% in Q2 2026, selling an estimated $140K and leaving 31,640 shares worth $809K. The position accounts for 0.39% of the portfolio, ranked #28.

Treasure Coast Financial Planning first reported a position in LDRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1M in Q4 2025. 3 funds tracked by Wall St. Rank hold LDRI as of Q2 2026.

  • Treasure Coast Financial Planning held 31,640 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $809K as of Q2 2026.
  • Treasure Coast Financial Planning sold 5,487 iShares iBonds 1-5 Year TIPS Ladder ETF shares in Q2 2026, an estimated $140K.
  • iShares iBonds 1-5 Year TIPS Ladder ETF made up 0.39% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #28 holding.
  • Treasure Coast Financial Planning first reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF in Q1 2025 and has held it in 6 quarters since.
  • Treasure Coast Financial Planning's iShares iBonds 1-5 Year TIPS Ladder ETF position peaked at $1M in Q4 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year TIPS Ladder ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.