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P.J. Schmidt Investment Management (PJS)’s iShares US Treasury Bond ETF GOVT Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Buy
830,475
+6,060
+0.7% +$138K 2.94% 8
2026
Q1 		$18.9M Buy
824,415
+6,085
+0.7% +$140K 3.18% 7
2025
Q4 		$18.8M Sell
818,330
-3,370
-0.4% -$78K 3.06% 8
2025
Q3 		$19M Sell
821,700
-22,593
-3% -$518K 3.14% 6
2025
Q2 		$19.4M Sell
844,293
-213,176
-20% -$4.85M 3.35% 6
2025
Q1 		$24.3M Buy
1,057,469
+1,644
+0.2% +$37.3K 4.45% 4
2024
Q4 		$24.3M Buy
1,055,825
+24,964
+2% +$570K 4.21% 6
2024
Q3 		$24.2M Buy
1,030,861
+39,248
+4% +$909K 4.17% 5
2024
Q2 		$22.4M Buy
991,613
+19,572
+2% +$439K 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% +$6.36M 4.04% 5
2023
Q3 		$13.2M Buy
610,950
+118,773
+24% +$2.67M 2.83% 8
2023
Q2 		$11.2M Buy
492,177
+173,906
+55% +$4.03M 2.23% 10
2023
Q1 		$7.42M Buy
318,271
+118,788
+60% +$2.74M 1.55% 19
2022
Q4 		$4.53M Buy
+199,483
New +$4.53M 1.03% 33

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

P.J. Schmidt Investment Management (PJS)'s GOVT Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares US Treasury Bond ETF (GOVT) stake by 0.74% in Q2 2026, buying an estimated $138K and bringing the position to 830,475 shares worth $18.9M. The position accounts for 2.94% of the portfolio, ranked #8.

P.J. Schmidt Investment Management (PJS) first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.3M in Q1 2025. 961 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 830,475 shares of iShares US Treasury Bond ETF worth $18.9M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 6,060 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $138K.
  • iShares US Treasury Bond ETF made up 2.94% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #8 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s iShares US Treasury Bond ETF position peaked at $24.3M in Q1 2025.
  • 961 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.