LPL Financial
ITDB icon

LPL Financial’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

LPL Financial’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
Q3 		$406K Buy
+11,714
New +$411K ﹤0.01% 5282

Other funds holding ITDB

Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

LPL Financial's ITDB Position: Q3 2026 in Review

LPL Financial opened a new position in iShares LifePath Target Date 2030 ETF (ITDB) in Q3 2026: 11,714 shares worth $406K. The stake represents ﹤0.01% of the portfolio and ranks #5282 among its holdings.

4 funds tracked by Wall St. Rank hold ITDB as of Q3 2026.

  • LPL Financial held 11,714 shares of iShares LifePath Target Date 2030 ETF worth $406K as of Q3 2026.
  • iShares LifePath Target Date 2030 ETF was a new LPL Financial position in Q3 2026.
  • iShares LifePath Target Date 2030 ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5282 holding.
  • 4 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.