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Root Financial Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Root Financial Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-130
Closed -$6.34K – 3511
2025
Q4 		$6.34K Hold
130
– – ﹤0.01% 1688
2025
Q3 		$6.35K Buy
+130
New +$6.32K ﹤0.01% 1631

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Raymond James Financial
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Root Financial Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 130 shares — an estimated $6.34K sold.

Root Financial Partners first reported a position in ISTB in Q3 2025 and held it in 2 quarters. The position peaked at $6.35K in Q3 2025. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Root Financial Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 130 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $6.34K.
  • Root Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $6.35K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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