Root Financial Partners
IBMS icon

Root Financial Partners’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Root Financial Partners’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.25K Buy
+130
New +$3.33K ﹤0.01% 2409
2026
Q2 		– Sell
-130
Closed -$3.36K – 3319
2026
Q1 		$3.36K Buy
+130
New +$3.4K ﹤0.01% 2107

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

Root Financial Partners opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026: 130 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #2409 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBMS as recently as Q1 2026.

Root Financial Partners first reported a position in IBMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.36K in Q1 2026. 110 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

  • Root Financial Partners held 130 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $3.25K as of Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2409 holding.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $3.36K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

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