Root Financial Partners’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.35K	Buy	+132	New	+$3.37K	﹤0.01%	2109

Other funds holding IBMR

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Paradiem Covington, Louisiana $464M AUM 45.56% 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

CIA

Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2026: 132 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #2109 among its holdings.

129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

Root Financial Partners held 132 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.35K as of Q1 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new Root Financial Partners position in Q1 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2109 holding.
129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

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