PJSIMP
IBDP

P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,212
Closed -$230K – 187
2023
Q4 		$230K Buy
+9,212
New +$228K 0.05% 161
2023
Q2 		– Sell
-8,905
Closed -$219K – 176
2023
Q1 		$219K Sell
8,905
-2,547
-22% -$62.5K 0.05% 163
2022
Q4 		$280K Buy
11,452
+302
+3% +$7.36K 0.06% 145
2022
Q3 		$270K Buy
+11,150
New +$275K 0.07% 149

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IBDP Position: Q1 2024 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 9,212 shares — an estimated $230K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in IBDP in Q3 2022 and held it in 4 quarters. The position peaked at $280K in Q4 2022. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • P.J. Schmidt Investment Management (PJS) reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 9,212 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $230K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 4 quarters.
  • P.J. Schmidt Investment Management (PJS)'s iShares iBonds Dec 2024 Term Corporate ETF position peaked at $280K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2024, filed 26 Apr 2024.