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P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Hold
10,940
– – 0.04% 189
2026
Q1 		$277K Buy
+10,940
New +$280K 0.05% 183

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IBMR Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 10,940 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #189.

P.J. Schmidt Investment Management (PJS) first reported a position in IBMR in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 10,940 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $278K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.04% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #189 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.