REMPR
IBMG

Roof Eidam Maycock Peralta (REMP)’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-44,455
Closed -$1.13M – 94
2018
Q2 		$1.13M Buy
44,455
+1,200
+3% +$30.5K 0.53% 39
2018
Q1 		$1.1M Hold
43,255
– – 0.53% 38
2017
Q4 		$1.1M Buy
43,255
+2,830
+7% +$71.9K 0.53% 40
2017
Q3 		$1.03M Hold
40,425
– – 0.53% 44
2017
Q2 		$1.03M Hold
40,425
– – 0.53% 45
2017
Q1 		$1.03M Buy
40,425
+10,345
+34% +$264K 0.53% 42
2016
Q4 		$764K Hold
30,080
– – 0.4% 49
2016
Q3 		$768K Buy
30,080
+14,305
+91% +$367K 0.36% 50
2016
Q2 		$405K Buy
15,775
+5,780
+58% +$148K 0.21% 65
2016
Q1 		$256K Hold
9,995
– – 0.18% 75
2015
Q4 		$255K Sell
9,995
-800
-7% -$20.4K 0.2% 84
2015
Q3 		$276K Hold
10,795
– – 0.26% 74
2015
Q2 		$276K Hold
10,795
– – 0.23% 76
2015
Q1 		$275K Hold
10,795
– – 0.22% 78
2014
Q4 		$277K Buy
+10,795
New +$276K 0.23% 78

Other funds holding IBMG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s IBMG Position: Q3 2018 in Review

Roof Eidam Maycock Peralta (REMP) sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 44,455 shares — an estimated $1.13M sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in IBMG in Q4 2014 and held it in 15 quarters. The position peaked at $1.13M in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 44,455 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $1.13M.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2014 and held it in 15 quarters.
  • Roof Eidam Maycock Peralta (REMP)'s iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $1.13M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q3 2018, filed 13 Nov 2018.