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

Sunbelt 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
2026
Q1 		$91.2K Hold
2,613
– – 0.01% 869
2025
Q4 		$92K Buy
2,613
+359
+16% +$12.7K 0.01% 851
2025
Q3 		$79K Buy
+2,254
New +$76.4K 0.01% 890
2025
Q2 		– Sell
-2,385
Closed -$72.7K – 1859
2025
Q1 		$72.7K Buy
+2,385
New +$73.9K 0.01% 815

Other funds holding ITDD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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
1L
10Elms LLP Tulsa, Oklahoma $159M AUM 13.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sunbelt Securities's ITDD Position: Q1 2026 in Review

Sunbelt Securities held its iShares LifePath Target Date 2040 ETF (ITDD) position steady in Q1 2026 at 2,613 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #869.

Sunbelt Securities first reported a position in ITDD in Q1 2025 and has held it in 4 quarters since. The position peaked at $92K in Q4 2025. 9 funds tracked by Wall St. Rank hold ITDD as of Q1 2026.

  • Sunbelt Securities held 2,613 shares of iShares LifePath Target Date 2040 ETF worth $91.2K as of Q1 2026.
  • Sunbelt Securities left its iShares LifePath Target Date 2040 ETF share count unchanged in Q1 2026.
  • iShares LifePath Target Date 2040 ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #869 holding.
  • Sunbelt Securities first reported a position in iShares LifePath Target Date 2040 ETF in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's iShares LifePath Target Date 2040 ETF position peaked at $92K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q1 2026.

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