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Root Financial Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Root Financial Partners’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-573
Closed -$12.8K – 1697
2026
Q1 		$12.8K Buy
+573
New +$12.8K ﹤0.01% 1567

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026, closing a stake of 573 shares — an estimated $12.8K sold.

Root Financial Partners first reported a position in IBTI in Q1 2026 and held it in 1 quarter. The position peaked at $12.8K in Q1 2026. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 573 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $12.8K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $12.8K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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