P.J. Schmidt Investment Management (PJS)’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio ILTB Stock Details ILTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.39M	Buy	68,757 +3,038	+5%	+$149K	0.53%	43
2026 Q1	$3.22M	Buy	65,719 +6,416	+11%	+$320K	0.54%	45
2025 Q4	$2.95M	Buy	59,303 +5,257	+10%	+$265K	0.48%	46
2025 Q3	$2.73M	Buy	54,046 +3,573	+7%	+$177K	0.45%	47
2025 Q2	$2.49M	Buy	+50,473	New	+$2.44M	0.43%	49

Other funds holding ILTB

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RetireMitten Financial Milford, Michigan $237M AUM

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS) increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 4.6% in Q2 2026, buying an estimated $149K and bringing the position to 68,757 shares worth $3.39M. The position accounts for 0.53% of the portfolio, ranked #43.

P.J. Schmidt Investment Management (PJS) first reported a position in ILTB in Q2 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 68,757 shares of iShares Core 10+ Year USD Bond ETF worth $3.39M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 3,038 iShares Core 10+ Year USD Bond ETF shares in Q2 2026, an estimated $149K.
iShares Core 10+ Year USD Bond ETF made up 0.53% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #43 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

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