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Root Financial Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Root Financial Partners’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,187
Closed -$27.2K – 1541
2026
Q1 		$27.2K Sell
1,187
-393
-25% -$9.06K ﹤0.01% 1161
2025
Q4 		$36.4K Sell
1,580
-130
-8% -$3.01K ﹤0.01% 850
2025
Q3 		$39.5K Buy
+1,710
New +$39.2K ﹤0.01% 762

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MIM
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NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Root Financial Partners's GOVT Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 1,187 shares — an estimated $27.2K sold.

Root Financial Partners first reported a position in GOVT in Q3 2025 and held it in 3 quarters. The position peaked at $39.5K in Q3 2025. 413 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,187 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $27.2K.
  • Root Financial Partners first reported a position in iShares US Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Treasury Bond ETF position peaked at $39.5K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.