RFP
IBTQ

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
Q2 		– Sell
-273
Closed -$6.91K – 3414
2026
Q1 		$6.91K Buy
+273
New +$6.96K ﹤0.01% 1822

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q2 2026, closing a stake of 273 shares — an estimated $6.91K sold.

Root Financial Partners first reported a position in IBTQ in Q1 2026 and held it in 1 quarter. The position peaked at $6.91K in Q1 2026. 47 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2035 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 273 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $6.91K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $6.91K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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