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IBMS

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
Q2 		– Sell
-130
Closed -$3.36K – 3319
2026
Q1 		$3.36K Buy
+130
New +$3.4K ﹤0.01% 2107

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Root Financial Partners sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026, closing a stake of 130 shares — an estimated $3.36K sold.

Root Financial Partners first reported a position in IBMS in Q1 2026 and held it in 1 quarter. The position peaked at $3.36K in Q1 2026. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Root Financial Partners reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 130 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $3.36K.
  • Root Financial Partners first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $3.36K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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