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Root Financial Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Root Financial Partners’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-553
Closed -$12.7K – 1695
2026
Q1 		$12.7K Buy
+553
New +$12.7K ﹤0.01% 1570

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 553 shares — an estimated $12.7K sold.

Root Financial Partners first reported a position in IBTG in Q1 2026 and held it in 1 quarter. The position peaked at $12.7K in Q1 2026. 141 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 553 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $12.7K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $12.7K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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