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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Sunbelt Securities's ITDG Position: Q1 2026 in Review

Sunbelt Securities increased its iShares LifePath Target Date 2055 ETF (ITDG) stake by 106% in Q1 2026, buying an estimated $51.4K and bringing the position to 2,595 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #851.

Sunbelt Securities first reported a position in ITDG in Q4 2024 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold ITDG as of Q1 2026.

  • Sunbelt Securities held 2,595 shares of iShares LifePath Target Date 2055 ETF worth $96.2K as of Q1 2026.
  • Sunbelt Securities bought 1,338 iShares LifePath Target Date 2055 ETF shares in Q1 2026, an estimated $51.4K.
  • iShares LifePath Target Date 2055 ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #851 holding.
  • Sunbelt Securities first reported a position in iShares LifePath Target Date 2055 ETF in Q4 2024 and has held it in 6 quarters since.
  • 4 funds tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q1 2026.

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