Harbour Investments’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

Harbour Investments’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	$12.7K	Buy	329 +319	+3,190%	+$12K	﹤0.01%	3227
2026 Q1	$349	Buy	+10	New	+$359	﹤0.01%	4321

Other funds holding ITDD

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Harbour Investments's ITDD Position: Q2 2026 in Review

Harbour Investments increased its iShares LifePath Target Date 2040 ETF (ITDD) stake by 3,190% in Q2 2026, buying an estimated $12K and bringing the position to 329 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

Harbour Investments first reported a position in ITDD in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold ITDD as of Q2 2026.

Harbour Investments held 329 shares of iShares LifePath Target Date 2040 ETF worth $12.7K as of Q2 2026.
Harbour Investments bought 319 iShares LifePath Target Date 2040 ETF shares in Q2 2026, an estimated $12K.
iShares LifePath Target Date 2040 ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3227 holding.
Harbour Investments first reported a position in iShares LifePath Target Date 2040 ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.