Sound Financial Strategies Group’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Sound Financial Strategies Group’s Portfolio ITDF Stock Details ITDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225K	Buy	+5,419	New	+$218K	0.14%	112
2026 Q1	–	Sell	-5,419	Closed	-$201K	–	118
2025 Q4	$201K	Buy	+5,419	New	+$202K	0.14%	105

Other funds holding ITDF

FFA

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

Sound Financial Strategies Group's ITDF Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in iShares LifePath Target Date 2050 ETF (ITDF) in Q2 2026: 5,419 shares worth $225K. The stake represents 0.14% of the portfolio and ranks #112 among its holdings. This is a return to the name: Sound Financial Strategies Group previously reported a position in ITDF as recently as Q4 2025.

Sound Financial Strategies Group first reported a position in ITDF in Q4 2025 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold ITDF as of Q2 2026.

Sound Financial Strategies Group held 5,419 shares of iShares LifePath Target Date 2050 ETF worth $225K as of Q2 2026.
iShares LifePath Target Date 2050 ETF was a new Sound Financial Strategies Group position in Q2 2026.
iShares LifePath Target Date 2050 ETF made up 0.14% of Sound Financial Strategies Group's portfolio in Q2 2026, its #112 holding.
Sound Financial Strategies Group first reported a position in iShares LifePath Target Date 2050 ETF in Q4 2025 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.