Osaic Holdings’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

Osaic Holdings’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	$8.41K	Buy	240 +90	+60%	+$3.1K	﹤0.01%	6699
2026 Q1	$4.91K	Hold	150	–	–	﹤0.01%	6693
2025 Q4	$4.94K	Buy	+150	New	+$4.99K	﹤0.01%	6707

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Osaic Holdings's ITDB Position: Q2 2026 in Review

Osaic Holdings increased its iShares LifePath Target Date 2030 ETF (ITDB) stake by 60% in Q2 2026, buying an estimated $3.1K and bringing the position to 240 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #6699.

Osaic Holdings first reported a position in ITDB in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold ITDB as of Q2 2026.

Osaic Holdings held 240 shares of iShares LifePath Target Date 2030 ETF worth $8.41K as of Q2 2026.
Osaic Holdings bought 90 iShares LifePath Target Date 2030 ETF shares in Q2 2026, an estimated $3.1K.
iShares LifePath Target Date 2030 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6699 holding.
Osaic Holdings first reported a position in iShares LifePath Target Date 2030 ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.