iShares Ibond 1-5 Trea LadLDRTETF
13F holders, Q1 2025 (March 31)8holders +3
6new positions
3sold out
$25.25avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding iShares Ibond 1-5 Trea Lad (LDRT) in their 13F filings, up 3 from Q4 2024. 6 opened new positions and 3 sold out. The largest holders were RFP Financial Group LLC ($6.1M), Treasure Coast Financial Planning ($1.5M) and Atlantic Private Wealth, LLC ($1.2M).
- Company
- iShares Ibond 1-5 Trea Lad
- CUSIP
- 46438G521
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.1M |
| Exits | 3 | $750K |
All 13F filers, Q4 2024 → Q1 2025: 426,458 shares bought and 30,091 shares sold, net +396,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| RFP Financial Group LLC | 2.46% | New | 241,851 | $6.1M |
| Treasure Coast Financial Planning | 0.91% | Add +74.9% | 57,920 | $1.5M |
| Atlantic Private Wealth, LLC | 0.92% | New | 49,256 | $1.2M |
| HighTower Advisors, LLC | 0.00% | New | 44,273 | $1.1M |
| Spinnaker Investment Group, LLC | 0.20% | New | 35,792 | $904K |
| Jane Street Group, LLC | 0.00% | New | 30,360 | $766K |
| Strategic Blueprint, LLC | 0.01% | No change | 10,000 | $252K |
| Sunbelt Securities, Inc. | 0.00% | New | 126 | $3K |
"% of holder's portfolio" is LDRT's weight in each manager's 13F, not the share of iShares Ibond 1-5 Trea Lad the manager owns.