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Root Financial Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Root Financial Partners’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-586
Closed -$12.8K – 1698
2026
Q1 		$12.8K Buy
+586
New +$12.9K ﹤0.01% 1566

Other funds holding IBTJ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 586 shares — an estimated $12.8K sold.

Root Financial Partners first reported a position in IBTJ in Q1 2026 and held it in 1 quarter. The position peaked at $12.8K in Q1 2026. 97 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 586 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $12.8K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $12.8K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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