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 Q3	$6.81K	Buy	+60	New	+$6.96K	﹤0.01%	2098
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

Other funds holding IEI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026: 60 shares worth $6.81K. The stake represents ﹤0.01% of the portfolio and ranks #2098 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IEI as recently as Q1 2026.

Root Financial Partners first reported a position in IEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $255K in Q3 2025. 544 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Root Financial Partners held 60 shares of iShares 3-7 Year Treasury Bond ETF worth $6.81K as of Q3 2026.
iShares 3-7 Year Treasury Bond ETF was a new Root Financial Partners position in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2098 holding.
Root Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Root Financial Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $255K in Q3 2025.
544 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

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