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P.J. Schmidt Investment Management (PJS)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.5M Buy
535,661
+16,324
+3% +$868K 4.43% 6
2026
Q1 		$27.6M Buy
519,337
+5,165
+1% +$278K 4.65% 5
2025
Q4 		$27.7M Sell
514,172
-2,814
-0.5% -$152K 4.51% 5
2025
Q3 		$28M Sell
516,986
-7,678
-1% -$411K 4.62% 4
2025
Q2 		$28M Buy
524,664
+30,922
+6% +$1.61M 4.83% 4
2025
Q1 		$25.9M Buy
493,742
+348
+0.1% +$18.1K 4.75% 3
2024
Q4 		$25.4M Buy
493,394
+5,308
+1% +$278K 4.41% 5
2024
Q3 		$26.2M Buy
488,086
+7,362
+2% +$388K 4.53% 3
2024
Q2 		$24.6M Buy
480,724
+7,198
+2% +$366K 4.5% 3
2024
Q1 		$24.4M Buy
473,526
+30,152
+7% +$1.55M 4.61% 3
2023
Q4 		$22.8M Buy
443,374
+280,327
+172% +$13.9M 4.52% 4
2023
Q3 		$7.71M Buy
163,047
+17,679
+12% +$880K 1.65% 17
2023
Q2 		$7.34M Buy
145,368
+18,985
+15% +$965K 1.46% 20
2023
Q1 		$6.47M Buy
126,383
+30,695
+32% +$1.55M 1.35% 22
2022
Q4 		$4.74M Sell
95,688
-28,432
-23% -$1.39M 1.07% 31
2022
Q3 		$5.86M Sell
124,120
-84
-0.1% -$4.29K 1.41% 22
2022
Q2 		$6.4M Buy
124,204
+118,406
+2,042% +$6.17M 1.4% 22
2022
Q1 		$302K Buy
+5,798
New +$329K 0.07% 145

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS) increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.1% in Q2 2026, buying an estimated $868K and bringing the position to 535,661 shares worth $28.5M. The position accounts for 4.43% of the portfolio, ranked #6.

P.J. Schmidt Investment Management (PJS) first reported a position in IGIB in Q1 2022 and has held it in 18 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 535,661 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $28.5M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 16,324 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $868K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 4.43% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #6 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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