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P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Hold
10,840
– – 0.04% 188
2026
Q1 		$278K Buy
+10,840
New +$283K 0.05% 180

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PWM
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LIA
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Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
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Coldstream Capital Management
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P.J. Schmidt Investment Management (PJS)'s IBMT Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q2 2026 at 10,840 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #188.

P.J. Schmidt Investment Management (PJS) first reported a position in IBMT in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 10,840 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $280K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.04% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #188 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 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.