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P.J. Schmidt Investment Management (PJS)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Buy
32,273
+1,881
+6% +$98.6K 0.26% 63
2026
Q1 		$1.6M Buy
30,392
+620
+2% +$32.8K 0.27% 62
2025
Q4 		$1.57M Sell
29,772
-3,346
-10% -$177K 0.26% 61
2025
Q3 		$1.76M Sell
33,118
-11,266
-25% -$595K 0.29% 59
2025
Q2 		$2.34M Sell
44,384
-1,786
-4% -$93.3K 0.4% 51
2025
Q1 		$2.42M Sell
46,170
-12,444
-21% -$647K 0.44% 51
2024
Q4 		$3.03M Sell
58,614
-1,151
-2% -$59.8K 0.53% 48
2024
Q3 		$3.15M Sell
59,765
-4,958
-8% -$258K 0.54% 48
2024
Q2 		$3.32M Sell
64,723
-7,040
-10% -$359K 0.61% 45
2024
Q1 		$3.68M Sell
71,763
-13,678
-16% -$700K 0.69% 46
2023
Q4 		$4.38M Sell
85,441
-374,372
-81% -$18.8M 0.87% 37
2023
Q3 		$22.7M Sell
459,813
-7,150
-2% -$358K 4.87% 4
2023
Q2 		$23.4M Buy
466,963
+9,570
+2% +$482K 4.66% 4
2023
Q1 		$23.1M Buy
457,393
+47,593
+12% +$2.39M 4.83% 4
2022
Q4 		$20.4M Buy
409,800
+168,914
+70% +$8.36M 4.62% 4
2022
Q3 		$11.8M Buy
240,886
+26,447
+12% +$1.33M 2.83% 5
2022
Q2 		$10.9M Buy
+214,439
New +$10.9M 2.37% 9

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allstate Corporation
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS) increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.2% in Q2 2026, buying an estimated $98.6K and bringing the position to 32,273 shares worth $1.69M. The position accounts for 0.26% of the portfolio, ranked #63.

P.J. Schmidt Investment Management (PJS) first reported a position in IGSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.4M in Q2 2023. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 32,273 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.69M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 1,881 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $98.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.26% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #63 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.4M in Q2 2023.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 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.