PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
844,293
-213,176
| -20% | -$4.9M | 3.35% | 6 |
|
|
2025
Q1 | $24.3M | Buy |
1,057,469
+1,644
| +0.2% | +$37.8K | 4.45% | 4 |
|
|
2024
Q4 | $24.3M | Buy |
1,055,825
+24,964
| +2% | +$574K | 4.21% | 6 |
|
|
2024
Q3 | $24.2M | Buy |
1,030,861
+39,248
| +4% | +$920K | 4.17% | 5 |
|
|
2024
Q2 | $22.4M | Buy |
991,613
+19,572
| +2% | +$442K | 4.09% | 5 |
|
|
2024
Q1 | $22.1M | Buy |
972,041
+75,215
| +8% | +$1.71M | 4.18% | 5 |
|
|
2023
Q4 | $20.4M | Buy |
896,826
+285,876
| +47% | +$6.51M | 4.04% | 5 |
|
|
2023
Q3 | $13.2M | Buy |
610,950
+118,773
| +24% | +$2.57M | 2.83% | 8 |
|
|
2023
Q2 | $11.2M | Buy |
492,177
+173,906
| +55% | +$3.97M | 2.23% | 10 |
|
|
2023
Q1 | $7.42M | Buy |
318,271
+118,788
| +60% | +$2.77M | 1.55% | 19 |
|
|
2022
Q4 | $4.53M | Buy |
+199,483
| New | +$4.53M | 1.03% | 33 |
|