PJSIMP
IBTF

P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-46,057
Closed -$1.08M – 198
2025
Q3 		$1.08M Buy
46,057
+2,916
+7% +$68K 0.18% 78
2025
Q2 		$1.01M Buy
43,141
+8,115
+23% +$189K 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% -$50.1K 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% +$162K 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% -$23.4K 0.05% 150
2023
Q1 		$286K Buy
12,150
+1,000
+9% +$23.4K 0.06% 148
2022
Q4 		$260K Buy
+11,150
New +$260K 0.06% 153

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s IBTF Position: Q4 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 46,057 shares — an estimated $1.08M sold.

P.J. Schmidt Investment Management (PJS) first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $1.08M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • P.J. Schmidt Investment Management (PJS) reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 46,057 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.08M.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • P.J. Schmidt Investment Management (PJS)'s iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.08M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2025, filed 28 Jan 2026.