Root Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$122K	Buy	+1,367	New	+$126K	﹤0.01%	644
2026 Q2	–	Sell	-64	Closed	-$6.11K	–	1720
2026 Q1	$6.11K	Hold	64	–	–	﹤0.01%	1875
2025 Q4	$6.15K	Hold	64	–	–	﹤0.01%	1698
2025 Q3	$6.17K	Buy	+64	New	+$6.12K	﹤0.01%	1642
2025 Q1	–	Sell	-2,443	Closed	-$226K	–	218
2024 Q4	$226K	Buy	+2,443	New	+$231K	0.03%	189

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Root Financial Partners's IEF Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 1,367 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IEF as recently as Q1 2026.

Root Financial Partners first reported a position in IEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $226K in Q4 2024. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Root Financial Partners held 1,367 shares of iShares 7-10 Year Treasury Bond ETF worth $122K as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Root Financial Partners position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #644 holding.
Root Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
Root Financial Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $226K in Q4 2024.
990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.