PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28M | Buy |
524,664
+30,922
| +6% | +$1.65M | 4.83% | 4 |
|
|
2025
Q1 | $25.9M | Buy |
493,742
+348
| +0.1% | +$18.3K | 4.75% | 3 |
|
|
2024
Q4 | $25.4M | Buy |
493,394
+5,308
| +1% | +$273K | 4.41% | 5 |
|
|
2024
Q3 | $26.2M | Buy |
488,086
+7,362
| +2% | +$395K | 4.53% | 3 |
|
|
2024
Q2 | $24.6M | Buy |
480,724
+7,198
| +2% | +$369K | 4.5% | 3 |
|
|
2024
Q1 | $24.4M | Buy |
473,526
+30,152
| +7% | +$1.56M | 4.61% | 3 |
|
|
2023
Q4 | $22.8M | Buy |
443,374
+280,327
| +172% | +$14.4M | 4.52% | 4 |
|
|
2023
Q3 | $7.71M | Buy |
163,047
+17,679
| +12% | +$836K | 1.65% | 17 |
|
|
2023
Q2 | $7.34M | Buy |
145,368
+18,985
| +15% | +$959K | 1.46% | 20 |
|
|
2023
Q1 | $6.47M | Buy |
126,383
+30,695
| +32% | +$1.57M | 1.35% | 22 |
|
|
2022
Q4 | $4.74M | Sell |
95,688
-28,432
| -23% | -$1.41M | 1.07% | 31 |
|
|
2022
Q3 | $5.86M | Sell |
124,120
-84
| -0.1% | -$3.97K | 1.41% | 22 |
|
|
2022
Q2 | $6.4M | Buy |
124,204
+118,406
| +2,042% | +$6.1M | 1.4% | 22 |
|
|
2022
Q1 | $302K | Buy |
+5,798
| New | +$302K | 0.07% | 145 |
|