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 Q1	$278K	Buy	+10,840	New	+$283K	0.05%	180

Other funds holding IBMT

Mercer Global Advisors

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America

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

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return