PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
12,449
| – | – | 0.05% | 159 |
|
|
2025
Q1 | $314K | Sell |
12,449
-2,244
| -15% | -$56.7K | 0.06% | 145 |
|
|
2024
Q4 | $366K | Buy |
14,693
+198
| +1% | +$4.93K | 0.06% | 137 |
|
|
2024
Q3 | $370K | Buy |
14,495
+1,100
| +8% | +$28.1K | 0.06% | 140 |
|
|
2024
Q2 | $332K | Sell |
13,395
-1,691
| -11% | -$41.9K | 0.06% | 143 |
|
|
2024
Q1 | $376K | Buy |
15,086
+3,924
| +35% | +$97.7K | 0.07% | 136 |
|
|
2023
Q4 | $279K | Buy |
11,162
+128
| +1% | +$3.2K | 0.06% | 148 |
|
|
2023
Q3 | $261K | Buy |
11,034
+1,253
| +13% | +$29.6K | 0.06% | 149 |
|
|
2023
Q2 | $240K | Buy |
+9,781
| New | +$240K | 0.05% | 156 |
|