Root Financial Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Root Financial Partners’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.36K	Buy	+131	New	+$3.36K	﹤0.01%	2106

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026: 131 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #2106 among its holdings.

193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

Root Financial Partners held 131 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $3.36K as of Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Root Financial Partners position in Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2106 holding.
193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

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