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
Q1 		$6.87K Buy
+268
New +$6.92K ﹤0.01% 1830

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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 $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $153M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q1 2026: 268 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #1830 among its holdings.

55 funds tracked by Wall St. Rank hold IBTP as of Q1 2026.

  • Root Financial Partners held 268 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $6.87K as of Q1 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF was a new Root Financial Partners position in Q1 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1830 holding.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2026.

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