P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $353K | Sell |
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|
2025
Q3 | $354K | Buy |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $315K | Buy |
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