PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
43,141
+8,115
| +23% | +$190K | 0.17% | 79 |
|
|
2025
Q1 | $819K | Buy |
35,026
+14,591
| +71% | +$341K | 0.15% | 82 |
|
|
2024
Q4 | $477K | Buy |
20,435
+1,672
| +9% | +$39K | 0.08% | 114 |
|
|
2024
Q3 | $439K | Sell |
18,763
-2,152
| -10% | -$50.4K | 0.08% | 123 |
|
|
2024
Q2 | $486K | Buy |
20,915
+447
| +2% | +$10.4K | 0.09% | 111 |
|
|
2024
Q1 | $475K | Buy |
20,468
+1,029
| +5% | +$23.9K | 0.09% | 114 |
|
|
2023
Q4 | $453K | Buy |
19,439
+6,992
| +56% | +$163K | 0.09% | 117 |
|
|
2023
Q3 | $287K | Buy |
12,447
+1,297
| +12% | +$29.9K | 0.06% | 142 |
|
|
2023
Q2 | $258K | Sell |
11,150
-1,000
| -8% | -$23.1K | 0.05% | 150 |
|
|
2023
Q1 | $286K | Buy |
12,150
+1,000
| +9% | +$23.5K | 0.06% | 148 |
|
|
2022
Q4 | $260K | Buy |
+11,150
| New | +$260K | 0.06% | 153 |
|