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Roof Eidam Maycock Peralta (REMP)’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$840K Hold
33,100
– – 0.17% 74
2026
Q1 		$839K Hold
33,100
– – 0.19% 67
2025
Q4 		$842K Hold
33,100
– – 0.19% 68
2025
Q3 		$845K Hold
33,100
– – 0.21% 65
2025
Q2 		$835K Hold
33,100
– – 0.21% 63
2025
Q1 		$829K Hold
33,100
– – 0.22% 59
2024
Q4 		$827K Hold
33,100
– – 0.21% 63
2024
Q3 		$844K Buy
33,100
+3,000
+10% +$75.6K 0.21% 67
2024
Q2 		$748K Hold
30,100
– – 0.2% 69
2024
Q1 		$760K Buy
+30,100
New +$765K 0.21% 70

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 33,100 shares worth $840K. The position accounts for 0.17% of the portfolio, ranked #74.

Roof Eidam Maycock Peralta (REMP) first reported a position in IBMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $845K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 33,100 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $840K as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.17% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #74 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $845K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.