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 Q1	$3.36K	Buy	+130	New	+$3.4K	﹤0.01%	2107

Other funds holding IBMS

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q1 2026: 130 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #2107 among its holdings.

103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

Root Financial Partners held 130 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $3.36K as of Q1 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF was a new Root Financial Partners position in Q1 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2107 holding.
103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

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