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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.32K Buy
96
+36
+60% +$1.26K ﹤0.01% 5200
2026
Q2
$2.1K Buy
60
+35
+140% +$1.21K ﹤0.01% 5154
2026
Q1
$821 Buy
+25
New +$834 ﹤0.01% 5158

Farther Finance Advisors's ITDB Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares LifePath Target Date 2030 ETF (ITDB) stake by 60% in Q3 2026, buying an estimated $1.26K and bringing the position to 96 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #5200.

Farther Finance Advisors first reported a position in ITDB in Q1 2026 and has held it in 3 quarters since. 1 fund tracked by Wall St. Rank holds ITDB as of Q3 2026.

  • Farther Finance Advisors held 96 shares of iShares LifePath Target Date 2030 ETF worth $3.32K as of Q3 2026.
  • Farther Finance Advisors bought 36 iShares LifePath Target Date 2030 ETF shares in Q3 2026, an estimated $1.26K.
  • iShares LifePath Target Date 2030 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5200 holding.
  • Farther Finance Advisors first reported a position in iShares LifePath Target Date 2030 ETF in Q1 2026 and has held it in 3 quarters since.
  • 1 fund tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.