Sunbelt Securities’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Sunbelt Securities’s Portfolio ITDF Stock Details ITDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.43K	Hold	121	–	–	﹤0.01%	1718
2025 Q4	$4.5K	Hold	121	–	–	﹤0.01%	1672
2025 Q3	$4.44K	Hold	121	–	–	﹤0.01%	1662
2025 Q2	$3.78K	Hold	121	–	–	﹤0.01%	1501
2025 Q1	$3.75K	Hold	121	–	–	﹤0.01%	1476
2024 Q4	$3.79K	Buy	+121	New	+$3.89K	﹤0.01%	1503

Other funds holding ITDF

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $159M AUM 13.16% 1-Year Est. Return

FFA

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

Sunbelt Securities's ITDF Position: Q1 2026 in Review

Sunbelt Securities held its iShares LifePath Target Date 2050 ETF (ITDF) position steady in Q1 2026 at 121 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Sunbelt Securities first reported a position in ITDF in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.5K in Q4 2025. 7 funds tracked by Wall St. Rank hold ITDF as of Q1 2026.

Sunbelt Securities held 121 shares of iShares LifePath Target Date 2050 ETF worth $4.43K as of Q1 2026.
Sunbelt Securities left its iShares LifePath Target Date 2050 ETF share count unchanged in Q1 2026.
iShares LifePath Target Date 2050 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1718 holding.
Sunbelt Securities first reported a position in iShares LifePath Target Date 2050 ETF in Q4 2024 and has held it in 6 quarters since.
Sunbelt Securities's iShares LifePath Target Date 2050 ETF position peaked at $4.5K in Q4 2025.
7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q1 2026.

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