Aldebaran Financial
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Aldebaran Financial’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Aldebaran Financial’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,490
Closed -$201K – 89
2026
Q2 		$201K Sell
2,490
-474
-16% -$36K 0.16% 82
2026
Q1 		$216K Buy
+2,964
New +$231K 0.21% 73

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Aldebaran Financial's ITA Position: Q3 2026 in Review

Aldebaran Financial sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 2,490 shares — an estimated $201K sold.

Aldebaran Financial first reported a position in ITA in Q1 2026 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Aldebaran Financial reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Aldebaran Financial sold 2,490 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $201K.
  • Aldebaran Financial first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and held it in 2 quarters.
  • Aldebaran Financial's iShares US Aerospace & Defense ETF position peaked at $216K in Q1 2026.
  • 908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Aldebaran Financial's 13F filing for Q3 2026, filed 6 Nov 2026.