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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,839	Closed	-$226K	–	194
2025 Q1	$226K	Buy	8,839 +10	+0.1%	+$255	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%	+$332	0.04%	175
2024 Q2	$235K	Buy	9,266 +13	+0.1%	+$328	0.04%	166
2024 Q1	$235K	Sell	9,253 -1,664	-15%	-$42.3K	0.04%	165
2023 Q4	$277K	Sell	10,917 -540	-5%	-$13.6K	0.06%	150
2023 Q3	$284K	Buy	11,457 +11	+0.1%	+$276	0.06%	143
2023 Q2	$289K	Buy	11,446 +1,202	+12%	+$30.3K	0.06%	140
2023 Q1	$259K	Buy	+10,244	New	+$260K	0.05%	153

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IBMO Position: Q2 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 8,839 shares — an estimated $226K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in IBMO in Q1 2023 and held it in 9 quarters. The position peaked at $289K in Q2 2023. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

P.J. Schmidt Investment Management (PJS) reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 8,839 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $226K.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and held it in 9 quarters.
P.J. Schmidt Investment Management (PJS)'s iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $289K in Q2 2023.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2025, filed 1 Aug 2025.