Sunbelt Securities’s iShares LifePath Target Date 2025 ETF ITDA Stock Holding History

Sunbelt Securities’s Portfolio ITDA Stock Details ITDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-434	Closed	-$13K	–	1948
2024 Q3	$13K	Hold	434	–	–	﹤0.01%	1251
2024 Q2	$12.2K	Buy	+434	New	+$12K	﹤0.01%	1224

Sunbelt Securities's ITDA Position: Q4 2024 in Review

Sunbelt Securities sold out of iShares LifePath Target Date 2025 ETF (ITDA) in Q4 2024, closing a stake of 434 shares — an estimated $13K sold.

Sunbelt Securities first reported a position in ITDA in Q2 2024 and held it in 2 quarters. The position peaked at $13K in Q3 2024. 0 funds tracked by Wall St. Rank hold ITDA as of Q4 2024.

Sunbelt Securities reported no remaining iShares LifePath Target Date 2025 ETF position as of Q4 2024 after selling out during the quarter.
Sunbelt Securities sold 434 iShares LifePath Target Date 2025 ETF shares in Q4 2024, an estimated $13K.
Sunbelt Securities first reported a position in iShares LifePath Target Date 2025 ETF in Q2 2024 and held it in 2 quarters.
Sunbelt Securities's iShares LifePath Target Date 2025 ETF position peaked at $13K in Q3 2024.
0 funds tracked by Wall St. Rank held iShares LifePath Target Date 2025 ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.