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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
61,880
+3,960
+7% +$100K 0.91% 20
2025
Q1
$1.46M Buy
57,920
+24,800
+75% +$626K 0.91% 20
2024
Q4
$826K Buy
+33,120
New +$826K 0.54% 23