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
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 $1.46B AUM 21.07% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
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
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
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

UBS Group's LDRT Position: Q1 2026 in Review

UBS Group increased its iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) stake by 465% in Q1 2026, buying an estimated $12.9K and bringing the position to 621 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8107.

UBS Group first reported a position in LDRT in Q4 2024 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold LDRT as of Q1 2026.

  • UBS Group held 621 shares of iShares iBonds 1-5 Year Treasury Ladder ETF worth $15.7K as of Q1 2026.
  • UBS Group bought 511 iShares iBonds 1-5 Year Treasury Ladder ETF shares in Q1 2026, an estimated $12.9K.
  • iShares iBonds 1-5 Year Treasury Ladder ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8107 holding.
  • UBS Group first reported a position in iShares iBonds 1-5 Year Treasury Ladder ETF in Q4 2024 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Treasury Ladder ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.