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Roof Eidam Maycock Peralta (REMP)’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$767K Buy
29,904
+50
+0.2% +$1.28K 0.15% 78
2026
Q1 		$765K Buy
29,854
+34
+0.1% +$873 0.18% 75
2025
Q4 		$764K Buy
29,820
+68
+0.2% +$1.74K 0.17% 76
2025
Q3 		$763K Buy
29,752
+49
+0.2% +$1.26K 0.19% 74
2025
Q2 		$761K Buy
29,703
+48
+0.2% +$1.23K 0.19% 67
2025
Q1 		$758K Sell
29,655
-5,568
-16% -$142K 0.2% 67
2024
Q4 		$897K Buy
35,223
+61
+0.2% +$1.56K 0.23% 61
2024
Q3 		$902K Buy
35,162
+44
+0.1% +$1.12K 0.23% 62
2024
Q2 		$889K Buy
35,118
+43
+0.1% +$1.09K 0.24% 61
2024
Q1 		$889K Buy
35,075
+27
+0.1% +$687 0.24% 58
2023
Q4 		$894K Buy
35,048
+48
+0.1% +$1.21K 0.27% 57
2023
Q3 		$868K Hold
35,000
– – 0.29% 62
2023
Q2 		$881K Hold
35,000
– – 0.3% 61
2023
Q1 		$894K Hold
35,000
– – 0.33% 63
2022
Q4 		$882K Sell
35,000
-4,500
-11% -$112K 0.31% 62
2022
Q3 		$973K Hold
39,500
– – 0.36% 53
2022
Q2 		$1M Hold
39,500
– – 0.37% 50
2022
Q1 		$1.01M Buy
39,500
+1,900
+5% +$49.7K 0.33% 53
2021
Q4 		$1.01M Hold
37,600
– – 0.34% 55
2021
Q3 		$1.01M Hold
37,600
– – 0.37% 54
2021
Q2 		$1.01M Hold
37,600
– – 0.38% 54
2021
Q1 		$1.01M Buy
37,600
+4,500
+14% +$121K 0.39% 54
2020
Q4 		$897K Buy
33,100
+12,600
+61% +$340K 0.35% 51
2020
Q3 		$552K Buy
+20,500
New +$552K 0.21% 61

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s IBMO Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.17% in Q2 2026, buying an estimated $1.28K and bringing the position to 29,904 shares worth $767K. The position accounts for 0.15% of the portfolio, ranked #78.

Roof Eidam Maycock Peralta (REMP) first reported a position in IBMO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q2 2021. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 29,904 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $767K as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) bought 50 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $1.28K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.15% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #78 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.01M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.