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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Root Financial Partners reduced its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q2 2026, selling an estimated $5.03K and leaving 3,825 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #230.

Root Financial Partners first reported a position in MUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $922K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Root Financial Partners held 3,825 shares of iShares National Muni Bond ETF worth $412K as of Q2 2026.
Root Financial Partners sold 47 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.03K.
iShares National Muni Bond ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #230 holding.
Root Financial Partners first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
Root Financial Partners's iShares National Muni Bond ETF position peaked at $922K in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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