Root Financial Partners
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Root Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Root Financial Partners’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$164K Buy
+3,206
New +$167K 0.01% 518
2026
Q2 		– Sell
-580
Closed -$30.5K – 1731
2026
Q1 		$30.5K Sell
580
-3
-0.5% -$159 ﹤0.01% 1112
2025
Q4 		$30.8K Sell
583
-150
-20% -$7.94K ﹤0.01% 929
2025
Q3 		$38.9K Buy
+733
New +$38.7K ﹤0.01% 770

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 3,206 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IGSB as recently as Q1 2026.

Root Financial Partners first reported a position in IGSB in Q3 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Root Financial Partners held 3,206 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $164K as of Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #518 holding.
  • Root Financial Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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