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 Q3	$6.85M	Buy	65,537 +19,006	+41%	+$2.01M	0.23%	43
2026 Q2	$4.95M	Buy	46,531 +11,204	+32%	+$1.19M	0.19%	43
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

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

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

Root Financial Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 41% in Q3 2026, buying an estimated $2.01M and bringing the position to 65,537 shares worth $6.85M. The position accounts for 0.23% of the portfolio, ranked #43.

Root Financial Partners first reported a position in SUB in Q3 2024 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Root Financial Partners held 65,537 shares of iShares Short-Term National Muni Bond ETF worth $6.85M as of Q3 2026.
Root Financial Partners bought 19,006 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $2.01M.
iShares Short-Term National Muni Bond ETF made up 0.23% of Root Financial Partners's portfolio in Q3 2026, its #43 holding.
Root Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
416 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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