CAL
ITDD icon

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

Capital Advisors Ltd’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 		$51K Buy
1,322
+145
+12% +$5.45K 0.01% 506
2026
Q1 		$41K Hold
1,177
– – ﹤0.01% 537
2025
Q4 		$41K Buy
+1,177
New +$41.7K ﹤0.01% 528

Other funds holding ITDD

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

Capital Advisors Ltd increased its iShares LifePath Target Date 2040 ETF (ITDD) stake by 12% in Q2 2026, buying an estimated $5.45K and bringing the position to 1,322 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #506.

Capital Advisors Ltd first reported a position in ITDD in Q4 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold ITDD as of Q2 2026.

  • Capital Advisors Ltd held 1,322 shares of iShares LifePath Target Date 2040 ETF worth $51K as of Q2 2026.
  • Capital Advisors Ltd bought 145 iShares LifePath Target Date 2040 ETF shares in Q2 2026, an estimated $5.45K.
  • iShares LifePath Target Date 2040 ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #506 holding.
  • Capital Advisors Ltd first reported a position in iShares LifePath Target Date 2040 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q2 2026.

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