REMPR
IBMS

Roof Eidam Maycock Peralta (REMP)’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$462K Hold
17,850
– – 0.09% 101
2026
Q1 		$461K Hold
17,850
– – 0.11% 91
2025
Q4 		$465K Hold
17,850
– – 0.11% 91
2025
Q3 		$466K Buy
17,850
+7,850
+79% +$203K 0.11% 93
2025
Q2 		$257K Buy
+10,000
New +$253K 0.06% 111

Other funds holding IBMS

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q2 2026 at 17,850 shares worth $462K. The position accounts for 0.09% of the portfolio, ranked #101.

Roof Eidam Maycock Peralta (REMP) first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $466K in Q3 2025. 58 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 17,850 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $462K as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.09% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #101 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $466K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 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.