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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
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

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Root Financial Partners's ISTB Position: Q2 2026 in Review

Root Financial Partners opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 4,639 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ISTB as recently as Q4 2025.

Root Financial Partners first reported a position in ISTB in Q3 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Root Financial Partners held 4,639 shares of iShares Core 1-5 Year USD Bond ETF worth $224K as of Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new Root Financial Partners position in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #362 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 3 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.