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Root Financial Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Root Financial Partners’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-609
Closed -$12K – 1699
2026
Q1 		$12K Buy
+609
New +$12.1K ﹤0.01% 1587

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HPC
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DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 609 shares — an estimated $12K sold.

Root Financial Partners first reported a position in IBTK in Q1 2026 and held it in 1 quarter. The position peaked at $12K in Q1 2026. 66 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 609 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $12K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $12K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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