PJSIMP
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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
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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return