P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$226K Buy
2024
Q4
$225K Sell
2024
Q3
$238K Buy
2024
Q2
$235K Buy
2024
Q1
$235K Sell
2023
Q4
$277K Sell
2023
Q3
$284K Buy
2023
Q2
$289K Buy
2023
Q1
$259K Buy