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 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Root Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 1,709% in Q1 2026, buying an estimated $393K and bringing the position to 3,872 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #197.

Root Financial Partners first reported a position in MUB in Q2 2024 and has held it in 7 quarters since. The position peaked at $922K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Root Financial Partners held 3,872 shares of iShares National Muni Bond ETF worth $411K as of Q1 2026.
Root Financial Partners bought 3,658 iShares National Muni Bond ETF shares in Q1 2026, an estimated $393K.
iShares National Muni Bond ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #197 holding.
Root Financial Partners first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 7 quarters since.
Root Financial Partners's iShares National Muni Bond ETF position peaked at $922K in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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