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Sunbelt Securities’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

Sunbelt Securities’s Portfolio ITDI Stock Details ITDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.64K Sell
260
-62
-19% -$2.38K ﹤0.01% 1513
2025
Q4 		$12.1K Sell
322
-75
-19% -$2.82K ﹤0.01% 1394
2025
Q3 		$14.7K Buy
397
+367
+1,223% +$13.1K ﹤0.01% 1346
2025
Q2 		$941 Sell
30
-188
-86% -$6.01K ﹤0.01% 1669
2025
Q1 		$6.76K Buy
218
+188
+627% +$6.01K ﹤0.01% 1349
2024
Q4 		$943 Buy
+30
New +$969 ﹤0.01% 1675

Other funds holding ITDI

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sunbelt Securities's ITDI Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares LifePath Target Date 2065 ETF (ITDI) stake by 19% in Q1 2026, selling an estimated $2.38K and leaving 260 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Sunbelt Securities first reported a position in ITDI in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.7K in Q3 2025. 9 funds tracked by Wall St. Rank hold ITDI as of Q1 2026.

  • Sunbelt Securities held 260 shares of iShares LifePath Target Date 2065 ETF worth $9.64K as of Q1 2026.
  • Sunbelt Securities sold 62 iShares LifePath Target Date 2065 ETF shares in Q1 2026, an estimated $2.38K.
  • iShares LifePath Target Date 2065 ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1513 holding.
  • Sunbelt Securities first reported a position in iShares LifePath Target Date 2065 ETF in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's iShares LifePath Target Date 2065 ETF position peaked at $14.7K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q1 2026.

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