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Root Financial Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Root Financial Partners’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-283
Closed -$6.9K – 1701
2026
Q1 		$6.9K Buy
+283
New +$6.95K ﹤0.01% 1823

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026, closing a stake of 283 shares — an estimated $6.9K sold.

Root Financial Partners first reported a position in IBTO in Q1 2026 and held it in 1 quarter. The position peaked at $6.9K in Q1 2026. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 283 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $6.9K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $6.9K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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