Root Financial Partners’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Root Financial Partners’s Portfolio IBTQ Stock Details IBTQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.91K	Buy	+273	New	+$6.96K	﹤0.01%	1822

Other funds holding IBTQ

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWP

Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q1 2026: 273 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings.

44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

Root Financial Partners held 273 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $6.91K as of Q1 2026.
iShares iBonds Dec 2035 Term Treasury ETF was a new Root Financial Partners position in Q1 2026.
iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1822 holding.
44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

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