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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

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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. 118 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.
  • 118 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.