Root Financial Partners
IBMQ icon

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
Q3 		$3.29K Buy
+131
New +$3.33K ﹤0.01% 2401
2026
Q2 		– Sell
-131
Closed -$3.34K – 1689
2026
Q1 		$3.34K Buy
+131
New +$3.36K ﹤0.01% 2111

Other funds holding IBMQ

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2026: 131 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #2401 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBMQ as recently as Q1 2026.

Root Financial Partners first reported a position in IBMQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.34K in Q1 2026. 140 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Root Financial Partners held 131 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.29K as of Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2401 holding.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $3.34K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

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