Root Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Root Financial Partners’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$81.8K	Sell	809 -3,016	-79%	-$317K	﹤0.01%	841
2026 Q2	$412K	Sell	3,825 -47	-1%	-$5.03K	0.02%	230
2026 Q1	$411K	Buy	3,872 +3,658	+1,709%	+$393K	0.02%	197
2025 Q4	$23K	Sell	214 -1,265	-86%	-$135K	﹤0.01%	1112
2025 Q3	$158K	Buy	+1,479	New	+$155K	0.01%	323
2025 Q2	–	Sell	-3,947	Closed	-$418K	–	262
2025 Q1	$418K	Sell	3,947 -4,705	-54%	-$500K	0.04%	128
2024 Q4	$922K	Buy	8,652 +5,332	+161%	+$573K	0.11%	66
2024 Q3	$361K	Buy	3,320 +1,020	+44%	+$110K	0.06%	110
2024 Q2	$245K	Buy	+2,300	New	+$245K	0.06%	100

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Root Financial Partners reduced its iShares National Muni Bond ETF (MUB) stake by 79% in Q3 2026, selling an estimated $317K and leaving 809 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Root Financial Partners first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $922K in Q4 2024. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Root Financial Partners held 809 shares of iShares National Muni Bond ETF worth $81.8K as of Q3 2026.
Root Financial Partners sold 3,016 iShares National Muni Bond ETF shares in Q3 2026, an estimated $317K.
iShares National Muni Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #841 holding.
Root Financial Partners first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Root Financial Partners's iShares National Muni Bond ETF position peaked at $922K in Q4 2024.
1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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