Root Financial Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Root Financial Partners’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.86K	Buy	+299	New	+$6.9K	﹤0.01%	1831

Other funds holding IBTM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 299 shares worth $6.86K. The stake represents ﹤0.01% of the portfolio and ranks #1831 among its holdings.

115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Root Financial Partners held 299 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $6.86K as of Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Root Financial Partners position in Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1831 holding.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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