PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares Floating Rate Bond ETF FLOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
14,170
+3,572
| +34% | +$182K | 0.13% | 94 |
|
|
2025
Q1 | $541K | Buy |
10,598
+5,415
| +104% | +$276K | 0.1% | 103 |
|
|
2024
Q4 | $264K | Sell |
5,183
-77
| -1% | -$3.92K | 0.05% | 160 |
|
|
2024
Q3 | $268K | Sell |
5,260
-337
| -6% | -$17.2K | 0.05% | 163 |
|
|
2024
Q2 | $286K | Buy |
5,597
+235
| +4% | +$12K | 0.05% | 153 |
|
|
2024
Q1 | $274K | Buy |
+5,362
| New | +$274K | 0.05% | 153 |
|