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Ishares Ibonds Dec 2029 Muni Etf shares owned by Root Financial Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3k 132 25.35

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View all positions for Root Financial Partners

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Mercer Global Advisors
Bank of America Corporation
Hartland & Co
HighTower Advisors
Wells Fargo & Company
LBMC Investment Advisors
Paradiem
Us Bancorp
Lido Advisors
Covington Investment Advisors
Kathmere Capital Management
Praetorian Wealth Management
LPL Financial
Raymond James Financial
UBS Group

View all funds holding Ishares Ibonds Dec 2029 Muni Etf