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 Q2	$1.73M	Sell	68,889 -3,142	-4%	-$79K	0.84%	21
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 $1.57B 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

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

RFG

RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 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

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

Treasure Coast Financial Planning reduced its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 4.4% in Q2 2026, selling an estimated $79K and leaving 68,889 shares worth $1.73M. The position accounts for 0.84% of the portfolio, ranked #21.

Treasure Coast Financial Planning first reported a position in LDRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2026. 20 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

Treasure Coast Financial Planning held 68,889 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $1.73M as of Q2 2026.
Treasure Coast Financial Planning sold 3,142 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $79K.
iShares iBonds 1-5 Year Treasury Ladder ETF made up 0.84% of Treasure Coast Financial Planning's portfolio in Q2 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 7 quarters since.
Treasure Coast Financial Planning's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $1.82M in Q1 2026.
20 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q2 2026.

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