10Elms LLP’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

10Elms LLP’s Portfolio ITDD Stock Details ITDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61K	Buy	1,584 +839	+113%	+$31.5K	0.03%	208
2026 Q1	$26K	Buy	+745	New	+$26.7K	0.02%	304

Other funds holding ITDD

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

10Elms LLP's ITDD Position: Q2 2026 in Review

10Elms LLP increased its iShares LifePath Target Date 2040 ETF (ITDD) stake by 113% in Q2 2026, buying an estimated $31.5K and bringing the position to 1,584 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #208.

10Elms LLP first reported a position in ITDD in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold ITDD as of Q2 2026.

10Elms LLP held 1,584 shares of iShares LifePath Target Date 2040 ETF worth $61K as of Q2 2026.
10Elms LLP bought 839 iShares LifePath Target Date 2040 ETF shares in Q2 2026, an estimated $31.5K.
iShares LifePath Target Date 2040 ETF made up 0.03% of 10Elms LLP's portfolio in Q2 2026, its #208 holding.
10Elms LLP first reported a position in iShares LifePath Target Date 2040 ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.