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Root Financial Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Root Financial Partners’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-338
Closed -$6.89K – 1700
2026
Q1 		$6.89K Buy
+338
New +$6.94K ﹤0.01% 1826

Other funds holding IBTL

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026, closing a stake of 338 shares — an estimated $6.89K sold.

Root Financial Partners first reported a position in IBTL in Q1 2026 and held it in 1 quarter. The position peaked at $6.89K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 338 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $6.89K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $6.89K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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