iShares LifePath Target Date 2030 ETF (ITDB)

• Market cap: $20.8M
• 1 day: 0.14%
• 5 days: 1.80%
• 1 month: -3.28%
• 3 months: -2.50%
• 6 months: -5.03%
• Year to date: -1.54%
• 1 year: 5.68%
• 5 years: 17.51%
• 10 years: 17.51%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more funds holding

Funds holding: 2 [Q3] → 4 (+2) [Q4]

2.15% less ownership

Funds ownership: 6.14% [Q3] → 4.0% (-2.15%) [Q4]

16% less capital invested

Capital invested by funds: $750K [Q3] → $633K (-$117K) [Q4]