Root Financial Partners
GOVT icon

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
Q3 		$60.8K Buy
+2,782
New +$62.3K ﹤0.01% 981
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

Other funds holding GOVT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Root Financial Partners's GOVT Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2026: 2,782 shares worth $60.8K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GOVT as recently as Q1 2026.

Root Financial Partners first reported a position in GOVT in Q3 2025 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Root Financial Partners held 2,782 shares of iShares US Treasury Bond ETF worth $60.8K as of Q3 2026.
  • iShares US Treasury Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #981 holding.
  • Root Financial Partners first reported a position in iShares US Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 872 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.