PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
17,934
+32
| +0.2% | +$806 | 0.08% | 137 |
|
|
2025
Q1 | $450K | Buy |
17,902
+21
| +0.1% | +$528 | 0.08% | 118 |
|
|
2024
Q4 | $448K | Sell |
17,881
-209
| -1% | -$5.24K | 0.08% | 118 |
|
|
2024
Q3 | $454K | Sell |
18,090
-436
| -2% | -$10.9K | 0.08% | 120 |
|
|
2024
Q2 | $461K | Sell |
18,526
-252
| -1% | -$6.27K | 0.08% | 117 |
|
|
2024
Q1 | $466K | Sell |
18,778
-253
| -1% | -$6.28K | 0.09% | 116 |
|
|
2023
Q4 | $472K | Buy |
19,031
+398
| +2% | +$9.88K | 0.09% | 114 |
|
|
2023
Q3 | $453K | Buy |
18,633
+836
| +5% | +$20.3K | 0.1% | 108 |
|
|
2023
Q2 | $435K | Sell |
17,797
-1,149
| -6% | -$28.1K | 0.09% | 111 |
|
|
2023
Q1 | $465K | Buy |
18,946
+9,949
| +111% | +$244K | 0.1% | 108 |
|
|
2022
Q4 | $219K | Buy |
+8,997
| New | +$219K | 0.05% | 160 |
|