PJSIMP
IBTG icon

P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$741K Buy
32,381
+5,919
+22% +$135K 0.12% 97
2026
Q1 		$606K Buy
26,462
+16,538
+167% +$379K 0.1% 106
2025
Q4 		$227K Sell
9,924
-978
-9% -$22.4K 0.04% 186
2025
Q3 		$250K Buy
10,902
+25
+0.2% +$572 0.04% 179
2025
Q2 		$249K Buy
10,877
+24
+0.2% +$549 0.04% 173
2025
Q1 		$249K Buy
+10,853
New +$248K 0.05% 164

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS) increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 22% in Q2 2026, buying an estimated $135K and bringing the position to 32,381 shares worth $741K. The position accounts for 0.12% of the portfolio, ranked #97.

P.J. Schmidt Investment Management (PJS) first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 32,381 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $741K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 5,919 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $135K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.12% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #97 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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