RFP
IBTH icon

Root Financial Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Root Financial Partners’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-568
Closed -$12.7K – 1696
2026
Q1 		$12.7K Buy
+568
New +$12.8K ﹤0.01% 1569

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 568 shares — an estimated $12.7K sold.

Root Financial Partners first reported a position in IBTH in Q1 2026 and held it in 1 quarter. The position peaked at $12.7K in Q1 2026. 143 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 568 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $12.7K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $12.7K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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