Root Financial Partners
IBMO icon

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
Q3 		$3.36K Buy
+131
New +$3.36K ﹤0.01% 2394
2026
Q2 		– Sell
-131
Closed -$3.36K – 1687
2026
Q1 		$3.36K Buy
+131
New +$3.36K ﹤0.01% 2106

Other funds holding IBMO

Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
O'Domhnaill Enterprises
O'Domhnaill Enterprises Cody, Wyoming $130M AUM 24.83% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2026: 131 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #2394 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBMO as recently as Q1 2026.

Root Financial Partners first reported a position in IBMO in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • Root Financial Partners held 131 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $3.36K as of Q3 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2394 holding.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

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