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

Treasure Coast Financial Planning’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	$1.82M	Buy	72,031 +3,511	+5%	+$88.9K	0.94%	21
2025 Q4	$1.73M	Buy	68,520 +2,197	+3%	+$55.7K	0.92%	20
2025 Q3	$1.68M	Buy	66,323 +4,443	+7%	+$112K	0.94%	20
2025 Q2	$1.56M	Buy	61,880 +3,960	+7%	+$99.8K	0.91%	20
2025 Q1	$1.46M	Buy	57,920 +24,800	+75%	+$622K	0.91%	20
2024 Q4	$826K	Buy	+33,120	New	+$828K	0.54%	23

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Treasure Coast Financial Planning's LDRT Position: Q1 2026 in Review

Treasure Coast Financial Planning increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 5.1% in Q1 2026, buying an estimated $88.9K and bringing the position to 72,031 shares worth $1.82M. The position accounts for 0.94% of the portfolio, ranked #21.

Treasure Coast Financial Planning first reported a position in LDRT in Q4 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

Treasure Coast Financial Planning held 72,031 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $1.82M as of Q1 2026.
Treasure Coast Financial Planning bought 3,511 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q1 2026, an estimated $88.9K.
iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.94% of Treasure Coast Financial Planning's portfolio in Q1 2026, its #21 holding.
Treasure Coast Financial Planning first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q4 2024 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.