Capital Advisors Ltd’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

Capital Advisors Ltd’s Portfolio ITDB Stock Details ITDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126K	Buy	3,607 +177	+5%	+$6.09K	0.01%	363
2026 Q1	$112K	Buy	3,430 +613	+22%	+$20.4K	0.01%	359
2025 Q4	$232K	Buy	+2,817	New	+$93.6K	0.03%	269

Other funds holding ITDB

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's ITDB Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares LifePath Target Date 2030 ETF (ITDB) stake by 5.2% in Q2 2026, buying an estimated $6.09K and bringing the position to 3,607 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #363.

Capital Advisors Ltd first reported a position in ITDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 2 funds tracked by Wall St. Rank hold ITDB as of Q2 2026.

Capital Advisors Ltd held 3,607 shares of iShares LifePath Target Date 2030 ETF worth $126K as of Q2 2026.
Capital Advisors Ltd bought 177 iShares LifePath Target Date 2030 ETF shares in Q2 2026, an estimated $6.09K.
iShares LifePath Target Date 2030 ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #363 holding.
Capital Advisors Ltd first reported a position in iShares LifePath Target Date 2030 ETF in Q4 2025 and has held it in 3 quarters since.
Capital Advisors Ltd's iShares LifePath Target Date 2030 ETF position peaked at $232K in Q4 2025.
2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.