Sunbelt Securities’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

Sunbelt Securities’s Portfolio ITDE Stock Details ITDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60.1K	Sell	1,678 -935	-36%	-$34.5K	﹤0.01%	979
2025 Q4	$94.6K	Buy	2,613 +6	+0.2%	+$218	0.01%	843
2025 Q3	$93.6K	Buy	2,607 +2,486	+2,055%	+$86.1K	0.01%	847
2025 Q2	$3.74K	Sell	121 -2,504	-95%	-$78.8K	﹤0.01%	1504
2025 Q1	$80.7K	Buy	2,625 +2,504	+2,069%	+$78.8K	0.01%	779
2024 Q4	$3.75K	Buy	+121	New	+$3.85K	﹤0.01%	1506

Other funds holding ITDE

Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return