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Roof Eidam Maycock Peralta (REMP)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
+99,190
New +$10.9M 2.16% 17

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WLIM
White Lighthouse Investment Management Bedford, Massachusetts $802M AUM 19.15% 1-Year Est. Return
CG
Cynosure Group Salt Lake City, Utah $666M AUM 18.54% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP) opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 99,190 shares worth $10.9M. The stake represents 2.16% of the portfolio and ranks #17 among its holdings.

394 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 99,190 shares of iShares 0-1 Year Treasury Bond ETF worth $10.9M as of Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF was a new Roof Eidam Maycock Peralta (REMP) position in Q2 2026.
  • iShares 0-1 Year Treasury Bond ETF made up 2.16% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #17 holding.
  • 394 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.