Root Financial Partners
IBMP icon

Root Financial Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Root Financial Partners’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.31K Buy
+131
New +$3.32K ﹤0.01% 2399
2026
Q2 		– Sell
-131
Closed -$3.33K – 1688
2026
Q1 		$3.33K Buy
+131
New +$3.34K ﹤0.01% 2112

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US Bancorp
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Lido Advisors
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 131 shares worth $3.31K. The stake represents ﹤0.01% of the portfolio and ranks #2399 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBMP as recently as Q1 2026.

Root Financial Partners first reported a position in IBMP in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.33K in Q1 2026. 182 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Root Financial Partners held 131 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.31K as of Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2399 holding.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $3.33K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

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