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Root Financial Partners’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Root Financial Partners’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,108
Closed -$250K – 1721
2026
Q1 		$250K Sell
2,108
-22
-1% -$2.62K 0.01% 289
2025
Q4 		$254K Hold
2,130
– – 0.01% 252
2025
Q3 		$255K Sell
2,130
-1
-0% -$119 0.02% 234
2025
Q2 		$254K Buy
+2,131
New +$251K 0.02% 208

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Bank of America
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Root Financial Partners sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 2,108 shares — an estimated $250K sold.

Root Financial Partners first reported a position in IEI in Q2 2025 and held it in 4 quarters. The position peaked at $255K in Q3 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Root Financial Partners reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,108 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $250K.
  • Root Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
  • Root Financial Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $255K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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