Root Financial Partners
IBMR icon

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
Q3 		$3.26K Buy
+132
New +$3.32K ﹤0.01% 2404
2026
Q2 		– Sell
-132
Closed -$3.35K – 1690
2026
Q1 		$3.35K Buy
+132
New +$3.37K ﹤0.01% 2109

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

Root Financial Partners opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026: 132 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #2404 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBMR as recently as Q1 2026.

Root Financial Partners first reported a position in IBMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.35K in Q1 2026. 90 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • Root Financial Partners held 132 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.26K as of Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2404 holding.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $3.35K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

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