Roof Eidam Maycock Peralta (REMP)’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$818K	Buy	31,969 +45	+0.1%	+$1.15K	0.16%	77
2026 Q1	$815K	Buy	31,924 +31	+0.1%	+$795	0.19%	73
2025 Q4	$816K	Buy	31,893 +60	+0.2%	+$1.53K	0.18%	73
2025 Q3	$816K	Buy	31,833 +44	+0.1%	+$1.13K	0.2%	68
2025 Q2	$808K	Buy	31,789 +44	+0.1%	+$1.11K	0.2%	66
2025 Q1	$803K	Buy	31,745 +30	+0.1%	+$758	0.21%	63
2024 Q4	$799K	Buy	31,715 +56	+0.2%	+$1.42K	0.21%	66
2024 Q3	$811K	Buy	31,659 +42	+0.1%	+$1.06K	0.21%	70
2024 Q2	$791K	Buy	31,617 +41	+0.1%	+$1.03K	0.21%	67
2024 Q1	$798K	Buy	31,576 +27	+0.1%	+$686	0.22%	68
2023 Q4	$807K	Buy	31,549 +49	+0.2%	+$1.22K	0.24%	62
2023 Q3	$769K	Buy	31,500 +3,000	+11%	+$74.8K	0.25%	68
2023 Q2	$717K	Buy	28,500 +13,500	+90%	+$342K	0.24%	64
2023 Q1	$384K	Buy	+15,000	New	+$381K	0.14%	87

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.14% in Q2 2026, buying an estimated $1.15K and bringing the position to 31,969 shares worth $818K. The position accounts for 0.16% of the portfolio, ranked #77.

Roof Eidam Maycock Peralta (REMP) first reported a position in IBMQ in Q1 2023 and has held it in 14 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Roof Eidam Maycock Peralta (REMP) held 31,969 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $818K as of Q2 2026.
Roof Eidam Maycock Peralta (REMP) bought 45 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.15K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.16% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #77 holding.
Roof Eidam Maycock Peralta (REMP) first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 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.