PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
16,239
| – | – | 0.07% | 148 |
|
|
2025
Q1 | $393K | Hold |
16,239
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $389K | Hold |
16,239
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $396K | Hold |
16,239
| – | – | 0.07% | 132 |
|
|
2024
Q2 | $385K | Sell |
16,239
-1,659
| -9% | -$39.4K | 0.07% | 132 |
|
|
2024
Q1 | $426K | Buy |
17,898
+15
| +0.1% | +$357 | 0.08% | 125 |
|
|
2023
Q4 | $427K | Buy |
17,883
+4,007
| +29% | +$95.8K | 0.08% | 120 |
|
|
2023
Q3 | $317K | Buy |
13,876
+2,387
| +21% | +$54.5K | 0.07% | 135 |
|
|
2023
Q2 | $269K | Buy |
11,489
+2,571
| +29% | +$60.3K | 0.05% | 147 |
|
|
2023
Q1 | $212K | Buy |
+8,918
| New | +$212K | 0.04% | 164 |
|