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P.J. Schmidt Investment Management (PJS)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Buy
17,504
+24
+0.1% +$526 0.07% 150
2025
Q1 		$381K Sell
17,480
-1,357
-7% -$29.5K 0.07% 136
2024
Q4 		$402K Buy
18,837
+4,286
+29% +$91.4K 0.07% 125
2024
Q3 		$322K Buy
+14,551
New +$322K 0.06% 153