PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
13,558
| – | – | 0.05% | 160 |
|
|
2025
Q1 | $314K | Buy |
13,558
+1,572
| +13% | +$36.4K | 0.06% | 146 |
|
|
2024
Q4 | $273K | Buy |
11,986
+181
| +2% | +$4.13K | 0.05% | 158 |
|
|
2024
Q3 | $278K | Buy |
11,805
+1,740
| +17% | +$40.9K | 0.05% | 159 |
|
|
2024
Q2 | $228K | Buy |
10,065
+448
| +5% | +$10.2K | 0.04% | 169 |
|
|
2024
Q1 | $219K | Buy |
+9,617
| New | +$219K | 0.04% | 171 |
|