Briaud Financial Planning’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Briaud Financial Planning’s Portfolio ITDC Stock Details ITDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-275	Closed	-$8K	–	189
2025 Q2	$8K	Buy	+275	New	+$8.39K	﹤0.01%	254

Other funds holding ITDC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Briaud Financial Planning's ITDC Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares LifePath Target Date 2035 ETF (ITDC) in Q3 2025, closing a stake of 275 shares — an estimated $8K sold.

Briaud Financial Planning first reported a position in ITDC in Q2 2025 and held it in 1 quarter. The position peaked at $8K in Q2 2025. 9 funds tracked by Wall St. Rank hold ITDC as of Q3 2025.

Briaud Financial Planning reported no remaining iShares LifePath Target Date 2035 ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 275 iShares LifePath Target Date 2035 ETF shares in Q3 2025, an estimated $8K.
Briaud Financial Planning first reported a position in iShares LifePath Target Date 2035 ETF in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's iShares LifePath Target Date 2035 ETF position peaked at $8K in Q2 2025.
9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.