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 Q1	$6.89K	Buy	+338	New	+$6.94K	﹤0.01%	1826

Other funds holding IBTL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Root Financial Partners's IBTL Position: Q1 2026 in Review

Root Financial Partners opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026: 338 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #1826 among its holdings.

128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Root Financial Partners held 338 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $6.89K as of Q1 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new Root Financial Partners position in Q1 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1826 holding.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.