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Ishares Tr core strm usbd shares owned by Root Financial Partners

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 4.6k 48.25
2025-12-31 $6.3k 130 48.75
2025-09-30 $6.3k 130 48.84

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
BlackRock
State of Wisconsin Investment Board
Charles Schwab Investment Management
Sixth Street Partners Management Company
Triad Wealth Partners
Raymond James Financial
Jones Financial Companies, L.L
Mariner Wealth Advisors
Spinnaker Trust
Townsend & Associates
Cahaba Wealth Management
LJI Wealth Management
Sailer Financial
Financial Solutions Advisory Group

View all funds holding Ishares Tr core strm usbd