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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
Q2 		– Sell
-299
Closed -$6.86K – 1702
2026
Q1 		$6.86K Buy
+299
New +$6.9K ﹤0.01% 1831

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 299 shares — an estimated $6.86K sold.

Root Financial Partners first reported a position in IBTM in Q1 2026 and held it in 1 quarter. The position peaked at $6.86K in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 299 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $6.86K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $6.86K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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