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Root Financial Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Root Financial Partners’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-131
Closed -$3.34K – 1689
2026
Q1 		$3.34K Buy
+131
New +$3.36K ﹤0.01% 2111

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026, closing a stake of 131 shares — an estimated $3.34K sold.

Root Financial Partners first reported a position in IBMQ in Q1 2026 and held it in 1 quarter. The position peaked at $3.34K in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 131 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $3.34K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $3.34K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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