Farther Finance Advisors’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

Farther Finance Advisors’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	$2.1K	Buy	60 +35	+140%	+$1.21K	﹤0.01%	5154
2026 Q1	$821	Buy	+25	New	+$834	﹤0.01%	5158

Other funds holding ITDB

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Farther Finance Advisors's ITDB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares LifePath Target Date 2030 ETF (ITDB) stake by 140% in Q2 2026, buying an estimated $1.21K and bringing the position to 60 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5154.

Farther Finance Advisors first reported a position in ITDB in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold ITDB as of Q2 2026.

Farther Finance Advisors held 60 shares of iShares LifePath Target Date 2030 ETF worth $2.1K as of Q2 2026.
Farther Finance Advisors bought 35 iShares LifePath Target Date 2030 ETF shares in Q2 2026, an estimated $1.21K.
iShares LifePath Target Date 2030 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5154 holding.
Farther Finance Advisors first reported a position in iShares LifePath Target Date 2030 ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.