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Principal Securities’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-554
Closed -$19.4K – 2454
2025
Q3 		$19.4K Hold
554
– – ﹤0.01% 2413
2025
Q2 		$18.3K Hold
554
– – ﹤0.01% 2364
2025
Q1 		$16.9K Hold
554
– – ﹤0.01% 2300
2024
Q4 		$16.9K Buy
+554
New +$17.4K ﹤0.01% 2297

Other funds holding ITDD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Principal Securities's ITDD Position: Q4 2025 in Review

Principal Securities sold out of iShares LifePath Target Date 2040 ETF (ITDD) in Q4 2025, closing a stake of 554 shares — an estimated $19.4K sold.

Principal Securities first reported a position in ITDD in Q4 2024 and held it in 4 quarters. The position peaked at $19.4K in Q3 2025. 11 funds tracked by Wall St. Rank hold ITDD as of Q4 2025.

  • Principal Securities reported no remaining iShares LifePath Target Date 2040 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 554 iShares LifePath Target Date 2040 ETF shares in Q4 2025, an estimated $19.4K.
  • Principal Securities first reported a position in iShares LifePath Target Date 2040 ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's iShares LifePath Target Date 2040 ETF position peaked at $19.4K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.