PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
44,384
-1,786
| -4% | -$94.2K | 0.4% | 51 |
|
|
2025
Q1 | $2.42M | Sell |
46,170
-12,444
| -21% | -$652K | 0.44% | 51 |
|
|
2024
Q4 | $3.03M | Sell |
58,614
-1,151
| -2% | -$59.5K | 0.53% | 48 |
|
|
2024
Q3 | $3.15M | Sell |
59,765
-4,958
| -8% | -$261K | 0.54% | 48 |
|
|
2024
Q2 | $3.32M | Sell |
64,723
-7,040
| -10% | -$361K | 0.61% | 45 |
|
|
2024
Q1 | $3.68M | Sell |
71,763
-13,678
| -16% | -$701K | 0.69% | 46 |
|
|
2023
Q4 | $4.38M | Sell |
85,441
-374,372
| -81% | -$19.2M | 0.87% | 37 |
|
|
2023
Q3 | $22.7M | Sell |
459,813
-7,150
| -2% | -$353K | 4.87% | 4 |
|
|
2023
Q2 | $23.4M | Buy |
466,963
+9,570
| +2% | +$480K | 4.66% | 4 |
|
|
2023
Q1 | $23.1M | Buy |
457,393
+47,593
| +12% | +$2.41M | 4.83% | 4 |
|
|
2022
Q4 | $20.4M | Buy |
409,800
+168,914
| +70% | +$8.42M | 4.62% | 4 |
|
|
2022
Q3 | $11.8M | Buy |
240,886
+26,447
| +12% | +$1.29M | 2.83% | 5 |
|
|
2022
Q2 | $10.9M | Buy |
+214,439
| New | +$10.9M | 2.37% | 9 |
|