PJSIMP
IBDQ

P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,492
Closed -$441K – 197
2025
Q3 		$441K Sell
17,492
-442
-2% -$11.1K 0.07% 139
2025
Q2 		$452K Buy
17,934
+32
+0.2% +$804 0.08% 137
2025
Q1 		$450K Buy
17,902
+21
+0.1% +$527 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% -$6.24K 0.08% 117
2024
Q1 		$466K Sell
18,778
-253
-1% -$6.27K 0.09% 116
2023
Q4 		$472K Buy
19,031
+398
+2% +$9.75K 0.09% 114
2023
Q3 		$453K Buy
18,633
+836
+5% +$20.4K 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% +$243K 0.1% 108
2022
Q4 		$219K Buy
+8,997
New +$218K 0.05% 160

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IBDQ Position: Q4 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 17,492 shares — an estimated $441K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $472K in Q4 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • P.J. Schmidt Investment Management (PJS) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 17,492 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $441K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • P.J. Schmidt Investment Management (PJS)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $472K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2025, filed 28 Jan 2026.