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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sunbelt Securities's ITDE Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares LifePath Target Date 2045 ETF (ITDE) stake by 36% in Q1 2026, selling an estimated $34.5K and leaving 1,678 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Sunbelt Securities first reported a position in ITDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $94.6K in Q4 2025. 6 funds tracked by Wall St. Rank hold ITDE as of Q1 2026.

Sunbelt Securities held 1,678 shares of iShares LifePath Target Date 2045 ETF worth $60.1K as of Q1 2026.
Sunbelt Securities sold 935 iShares LifePath Target Date 2045 ETF shares in Q1 2026, an estimated $34.5K.
iShares LifePath Target Date 2045 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #979 holding.
Sunbelt Securities first reported a position in iShares LifePath Target Date 2045 ETF in Q4 2024 and has held it in 6 quarters since.
Sunbelt Securities's iShares LifePath Target Date 2045 ETF position peaked at $94.6K in Q4 2025.
6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2045 ETF as of Q1 2026.

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