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ITDB icon

Sunbelt Securities’s iShares LifePath Target Date 2030 ETF ITDB Stock Holding History

Sunbelt Securities’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
Q1 		$20.6K Hold
629
– – ﹤0.01% 1282
2025
Q4 		$20.7K Hold
629
– – ﹤0.01% 1245
2025
Q3 		$20.7K Hold
629
– – ﹤0.01% 1246
2025
Q2 		$18.4K Hold
629
– – ﹤0.01% 1186
2025
Q1 		$18.6K Hold
629
– – ﹤0.01% 1136
2024
Q4 		$18.5K Buy
629
+204
+48% +$6.17K ﹤0.01% 1186
2024
Q3 		$13K Hold
425
– – ﹤0.01% 1250
2024
Q2 		$12.2K Buy
+425
New +$12K ﹤0.01% 1225

Other funds holding ITDB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sunbelt Securities's ITDB Position: Q1 2026 in Review

Sunbelt Securities held its iShares LifePath Target Date 2030 ETF (ITDB) position steady in Q1 2026 at 629 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Sunbelt Securities first reported a position in ITDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $20.7K in Q3 2025. 9 funds tracked by Wall St. Rank hold ITDB as of Q1 2026.

  • Sunbelt Securities held 629 shares of iShares LifePath Target Date 2030 ETF worth $20.6K as of Q1 2026.
  • Sunbelt Securities left its iShares LifePath Target Date 2030 ETF share count unchanged in Q1 2026.
  • iShares LifePath Target Date 2030 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1282 holding.
  • Sunbelt Securities first reported a position in iShares LifePath Target Date 2030 ETF in Q2 2024 and has held it in 8 quarters since.
  • Sunbelt Securities's iShares LifePath Target Date 2030 ETF position peaked at $20.7K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2030 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.