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

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026, closing a stake of 132 shares — an estimated $3.35K sold.

Root Financial Partners first reported a position in IBMR in Q1 2026 and held it in 1 quarter. The position peaked at $3.35K in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 132 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $3.35K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $3.35K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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