Root Financial Partners
ISTB icon

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
Q3 		$219K Hold
4,639
– – 0.01% 413
2026
Q2 		$224K Buy
+4,639
New +$224K 0.01% 362
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

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

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

Root Financial Partners held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 4,639 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #413.

Root Financial Partners first reported a position in ISTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q2 2026. 143 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Root Financial Partners held 4,639 shares of iShares Core 1-5 Year USD Bond ETF worth $219K as of Q3 2026.
  • Root Financial Partners left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #413 holding.
  • Root Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $224K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

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