Root Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.76M	Buy	35,327 +5,584	+19%	+$598K	0.17%	41
2025 Q4	$3.17M	Buy	29,743 +6,827	+30%	+$728K	0.16%	44
2025 Q3	$2.45M	Buy	22,916 +16,912	+282%	+$1.81M	0.15%	44
2025 Q2	$638K	Buy	6,004 +2,465	+70%	+$260K	0.06%	102
2025 Q1	$374K	Sell	3,539 -290	-8%	-$30.7K	0.04%	135
2024 Q4	$404K	Sell	3,829 -123	-3%	-$13K	0.05%	129
2024 Q3	$420K	Buy	+3,952	New	+$417K	0.07%	104

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Root Financial Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 19% in Q1 2026, buying an estimated $598K and bringing the position to 35,327 shares worth $3.76M. The position accounts for 0.17% of the portfolio, ranked #41.

Root Financial Partners first reported a position in SUB in Q3 2024 and has held it in 7 quarters since. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Root Financial Partners held 35,327 shares of iShares Short-Term National Muni Bond ETF worth $3.76M as of Q1 2026.
Root Financial Partners bought 5,584 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $598K.
iShares Short-Term National Muni Bond ETF made up 0.17% of Root Financial Partners's portfolio in Q1 2026, its #41 holding.
Root Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

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