P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$462K	Buy	19,941 +216	+1%	+$5.01K	0.07%	138
2026 Q1	$459K	Buy	19,725 +5,099	+35%	+$119K	0.08%	132
2025 Q4	$342K	Buy	14,626 +1,068	+8%	+$25K	0.06%	157
2025 Q3	$318K	Hold	13,558	–	–	0.05%	160
2025 Q2	$316K	Hold	13,558	–	–	0.05%	160
2025 Q1	$314K	Buy	13,558 +1,572	+13%	+$36K	0.06%	146
2024 Q4	$273K	Buy	11,986 +181	+2%	+$4.17K	0.05%	158
2024 Q3	$278K	Buy	11,805 +1,740	+17%	+$40.3K	0.05%	159
2024 Q2	$228K	Buy	10,065 +448	+5%	+$10.1K	0.04%	169
2024 Q1	$219K	Buy	+9,617	New	+$219K	0.04%	171

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IBDU Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $5.01K and bringing the position to 19,941 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #138.

P.J. Schmidt Investment Management (PJS) first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 19,941 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $462K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 216 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $5.01K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #138 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.