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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Buy	24,081 +23	+0.1%	+$499	0.08%	129
2026 Q1	$525K	Buy	24,058 +7,016	+41%	+$154K	0.09%	118
2025 Q4	$374K	Sell	17,042 -486	-3%	-$10.7K	0.06%	151
2025 Q3	$385K	Buy	17,528 +24	+0.1%	+$525	0.06%	150
2025 Q2	$384K	Buy	17,504 +24	+0.1%	+$522	0.07%	150
2025 Q1	$381K	Sell	17,480 -1,357	-7%	-$29.2K	0.07%	136
2024 Q4	$402K	Buy	18,837 +4,286	+29%	+$92.4K	0.07%	125
2024 Q3	$322K	Buy	+14,551	New	+$318K	0.06%	153

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS) increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.1% in Q2 2026, buying an estimated $499 and bringing the position to 24,081 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #129.

P.J. Schmidt Investment Management (PJS) first reported a position in IBTJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $525K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 24,081 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $521K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 23 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $499.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.08% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #129 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
P.J. Schmidt Investment Management (PJS)'s iShares iBonds Dec 2029 Term Treasury ETF position peaked at $525K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.