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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Root Financial Partners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 64 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Root Financial Partners first reported a position in IEF in Q4 2024 and has held it in 4 quarters since. The position peaked at $226K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Root Financial Partners held 64 shares of iShares 7-10 Year Treasury Bond ETF worth $6.11K as of Q1 2026.
  • Root Financial Partners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1875 holding.
  • Root Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Root Financial Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $226K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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