RFP
IBTP

Root Financial Partners’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Root Financial Partners’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-268
Closed -$6.87K – 3326
2026
Q1 		$6.87K Buy
+268
New +$6.92K ﹤0.01% 1830

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2026, closing a stake of 268 shares — an estimated $6.87K sold.

Root Financial Partners first reported a position in IBTP in Q1 2026 and held it in 1 quarter. The position peaked at $6.87K in Q1 2026. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 268 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $6.87K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $6.87K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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