KAS
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Kestra Advisory Services’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Kestra Advisory Services’s Portfolio ITDC Stock Details ITDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,000
Closed -$102K – 3756
2025
Q4 		$102K Buy
+3,000
New +$103K ﹤0.01% 3406

Other funds holding ITDC

SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Kestra Advisory Services's ITDC Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares LifePath Target Date 2035 ETF (ITDC) in Q1 2026, closing a stake of 3,000 shares — an estimated $102K sold.

Kestra Advisory Services first reported a position in ITDC in Q4 2025 and held it in 1 quarter. The position peaked at $102K in Q4 2025. 10 funds tracked by Wall St. Rank hold ITDC as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares LifePath Target Date 2035 ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,000 iShares LifePath Target Date 2035 ETF shares in Q1 2026, an estimated $102K.
  • Kestra Advisory Services first reported a position in iShares LifePath Target Date 2035 ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares LifePath Target Date 2035 ETF position peaked at $102K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.