Root Financial Partners
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Root Financial Partners’s iShares MBS ETF MBB Stock Holding History

Root Financial Partners’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$98K Buy
+1,094
New +$101K ﹤0.01% 742
2026
Q2 		– Sell
-966
Closed -$91.7K – 2021
2026
Q1 		$91.7K Buy
966
+138
+17% +$13.2K ﹤0.01% 600
2025
Q4 		$78.8K Sell
828
-171
-17% -$16.3K ﹤0.01% 549
2025
Q3 		$95.1K Buy
+999
New +$93.8K 0.01% 458

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares MBS ETF (MBB) in Q3 2026: 1,094 shares worth $98K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MBB as recently as Q1 2026.

Root Financial Partners first reported a position in MBB in Q3 2025 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Root Financial Partners held 1,094 shares of iShares MBS ETF worth $98K as of Q3 2026.
  • iShares MBS ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MBS ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #742 holding.
  • Root Financial Partners first reported a position in iShares MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

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