PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,839
| Closed | -$226K | – | 194 |
|
|
2025
Q1 | $226K | Buy |
8,839
+10
| +0.1% | +$256 | 0.04% | 171 |
|
|
2024
Q4 | $225K | Sell |
8,829
-450
| -5% | -$11.5K | 0.04% | 171 |
|
|
2024
Q3 | $238K | Buy |
9,279
+13
| +0.1% | +$334 | 0.04% | 175 |
|
|
2024
Q2 | $235K | Buy |
9,266
+13
| +0.1% | +$329 | 0.04% | 166 |
|
|
2024
Q1 | $235K | Sell |
9,253
-1,664
| -15% | -$42.2K | 0.04% | 165 |
|
|
2023
Q4 | $277K | Sell |
10,917
-540
| -5% | -$13.7K | 0.06% | 150 |
|
|
2023
Q3 | $284K | Buy |
11,457
+11
| +0.1% | +$272 | 0.06% | 143 |
|
|
2023
Q2 | $289K | Buy |
11,446
+1,202
| +12% | +$30.3K | 0.06% | 140 |
|
|
2023
Q1 | $259K | Buy |
+10,244
| New | +$259K | 0.05% | 153 |
|