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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1% in Q1 2026, selling an estimated $2.62K and leaving 2,108 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #289.

Root Financial Partners first reported a position in IEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $255K in Q3 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Root Financial Partners held 2,108 shares of iShares 3-7 Year Treasury Bond ETF worth $250K as of Q1 2026.
Root Financial Partners sold 22 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.62K.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #289 holding.
Root Financial Partners first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares 3-7 Year Treasury Bond ETF position peaked at $255K in Q3 2025.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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