UBS Group
LDRT

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

UBS 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 		– Sell
-621
Closed -$15.7K – 11295
2026
Q1 		$15.7K Buy
621
+511
+465% +$12.9K ﹤0.01% 8107
2025
Q4 		$2.79K Buy
+110
New +$2.79K ﹤0.01% 9231
2025
Q1 		– Sell
-104
Closed -$2.59K – 10910
2024
Q4 		$2.59K Buy
+104
New +$2.6K ﹤0.01% 9021

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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 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
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group's LDRT Position: Q2 2026 in Review

UBS Group sold out of iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) in Q2 2026, closing a stake of 621 shares — an estimated $15.7K sold.

UBS Group first reported a position in LDRT in Q4 2024 and held it in 3 quarters. The position peaked at $15.7K in Q1 2026. 20 funds tracked by Wall St. Rank hold LDRT as of Q2 2026.

  • UBS Group reported no remaining iShares iBonds 1-5 Year Treasury Ladder ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 621 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q2 2026, an estimated $15.7K.
  • UBS Group first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's iShares iBonds 1-5 Year Treasury Ladder ETF position peaked at $15.7K 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.