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ITDC icon

Sunbelt Securities’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Sunbelt Securities’s Portfolio ITDC Stock Details ITDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3K Hold
662
– – ﹤0.01% 1259
2025
Q4 		$22.5K Sell
662
-14
-2% -$480 ﹤0.01% 1225
2025
Q3 		$23K Buy
676
+175
+35% +$5.76K ﹤0.01% 1222
2025
Q2 		$15K Sell
501
-488
-49% -$14.9K ﹤0.01% 1222
2025
Q1 		$29.7K Buy
989
+488
+97% +$14.8K ﹤0.01% 1026
2024
Q4 		$15K Buy
+501
New +$15.4K ﹤0.01% 1223

Other funds holding ITDC

SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Sunbelt Securities's ITDC Position: Q1 2026 in Review

Sunbelt Securities held its iShares LifePath Target Date 2035 ETF (ITDC) position steady in Q1 2026 at 662 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Sunbelt Securities first reported a position in ITDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.7K in Q1 2025. 10 funds tracked by Wall St. Rank hold ITDC as of Q1 2026.

  • Sunbelt Securities held 662 shares of iShares LifePath Target Date 2035 ETF worth $22.3K as of Q1 2026.
  • Sunbelt Securities left its iShares LifePath Target Date 2035 ETF share count unchanged in Q1 2026.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1259 holding.
  • Sunbelt Securities first reported a position in iShares LifePath Target Date 2035 ETF in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's iShares LifePath Target Date 2035 ETF position peaked at $29.7K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q1 2026.

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