Sunbelt Securities’s iShares LifePath Target Date 2055 ETF ITDG Stock Holding History

Sunbelt Securities’s Portfolio ITDG Stock Details ITDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.2K	Buy	2,595 +1,338	+106%	+$51.4K	0.01%	851
2025 Q4	$47.3K	Buy	1,257 +171	+16%	+$6.43K	﹤0.01%	1010
2025 Q3	$40.3K	Buy	1,086 +1,026	+1,710%	+$36.6K	﹤0.01%	1061
2025 Q2	$1.88K	Hold	60	–	–	﹤0.01%	1605
2025 Q1	$1.87K	Hold	60	–	–	﹤0.01%	1581
2024 Q4	$1.89K	Buy	+60	New	+$1.94K	﹤0.01%	1609

Other funds holding ITDG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return