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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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