Roof Eidam Maycock Peralta (REMP)’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$823K	Buy	32,380 +52	+0.2%	+$1.32K	0.16%	76
2026 Q1	$822K	Buy	32,328 +35	+0.1%	+$891	0.19%	69
2025 Q4	$820K	Buy	32,293 +69	+0.2%	+$1.75K	0.19%	71
2025 Q3	$821K	Buy	32,224 +50	+0.2%	+$1.27K	0.2%	66
2025 Q2	$816K	Buy	32,174 +49	+0.2%	+$1.24K	0.2%	65
2025 Q1	$812K	Buy	32,125 +33	+0.1%	+$833	0.22%	62
2024 Q4	$807K	Buy	32,092 +63	+0.2%	+$1.59K	0.21%	64
2024 Q3	$815K	Buy	32,029 +47	+0.1%	+$1.19K	0.21%	69
2024 Q2	$800K	Buy	31,982 +46	+0.1%	+$1.15K	0.22%	66
2024 Q1	$804K	Buy	31,936 +30	+0.1%	+$758	0.22%	67
2023 Q4	$811K	Buy	31,906 +56	+0.2%	+$1.39K	0.24%	61
2023 Q3	$780K	Hold	31,850	–	–	0.26%	66
2023 Q2	$798K	Buy	31,850 +500	+2%	+$12.6K	0.27%	63
2023 Q1	$798K	Buy	31,350 +7,000	+29%	+$177K	0.29%	64
2022 Q4	$611K	Sell	24,350 -4,000	-14%	-$99K	0.22%	70
2022 Q3	$691K	Hold	28,350	–	–	0.26%	63
2022 Q2	$714K	Hold	28,350	–	–	0.26%	56
2022 Q1	$721K	Buy	+28,350	New	+$742K	0.23%	62

Other funds holding IBMP

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.16% in Q2 2026, buying an estimated $1.32K and bringing the position to 32,380 shares worth $823K. The position accounts for 0.16% of the portfolio, ranked #76.

Roof Eidam Maycock Peralta (REMP) first reported a position in IBMP in Q1 2022 and has held it in 18 quarters since. 110 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Roof Eidam Maycock Peralta (REMP) held 32,380 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $823K as of Q2 2026.
Roof Eidam Maycock Peralta (REMP) bought 52 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $1.32K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.16% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #76 holding.
Roof Eidam Maycock Peralta (REMP) first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
110 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 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.