PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
14,184
+6
| +0% | +$145 | 0.06% | 154 |
|
|
2025
Q1 | $343K | Sell |
14,178
-161
| -1% | -$3.9K | 0.06% | 143 |
|
|
2024
Q4 | $345K | Buy |
14,339
+10
| +0.1% | +$241 | 0.06% | 142 |
|
|
2024
Q3 | $348K | Buy |
14,329
+7
| +0% | +$170 | 0.06% | 146 |
|
|
2024
Q2 | $341K | Sell |
14,322
-1,649
| -10% | -$39.3K | 0.06% | 140 |
|
|
2024
Q1 | $381K | Buy |
15,971
+205
| +1% | +$4.89K | 0.07% | 135 |
|
|
2023
Q4 | $377K | Buy |
15,766
+822
| +6% | +$19.7K | 0.07% | 132 |
|
|
2023
Q3 | $346K | Buy |
14,944
+3,119
| +26% | +$72.3K | 0.07% | 130 |
|
|
2023
Q2 | $278K | Sell |
11,825
-1,471
| -11% | -$34.6K | 0.06% | 142 |
|
|
2023
Q1 | $315K | Buy |
+13,296
| New | +$315K | 0.07% | 143 |
|