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 Q1	$6.9K	Buy	+283	New	+$6.95K	﹤0.01%	1823

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

CIM

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

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Root Financial Partners opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026: 283 shares worth $6.9K. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings.

84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Root Financial Partners held 283 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $6.9K as of Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Root Financial Partners position in Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1823 holding.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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