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Bellwether Advisors’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

Bellwether Advisors’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
Q1 		– Sell
-7,084
Closed -$249K – 171
2025
Q4 		$249K Buy
+7,084
New +$251K 0.04% 118

Other funds holding ITDD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $159M AUM 13.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Bellwether Advisors's ITDD Position: Q1 2026 in Review

Bellwether Advisors sold out of iShares LifePath Target Date 2040 ETF (ITDD) in Q1 2026, closing a stake of 7,084 shares — an estimated $249K sold.

Bellwether Advisors first reported a position in ITDD in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 9 funds tracked by Wall St. Rank hold ITDD as of Q1 2026.

  • Bellwether Advisors reported no remaining iShares LifePath Target Date 2040 ETF position as of Q1 2026 after selling out during the quarter.
  • Bellwether Advisors sold 7,084 iShares LifePath Target Date 2040 ETF shares in Q1 2026, an estimated $249K.
  • Bellwether Advisors first reported a position in iShares LifePath Target Date 2040 ETF in Q4 2025 and held it in 1 quarter.
  • Bellwether Advisors's iShares LifePath Target Date 2040 ETF position peaked at $249K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.