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P.J. Schmidt Investment Management (PJS)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,392
Closed -$210K – 186
2024
Q4 		$210K Hold
4,392
– – 0.04% 179
2024
Q3 		$214K Hold
4,392
– – 0.04% 183
2024
Q2 		$208K Sell
4,392
-900
-17% -$42.4K 0.04% 176
2024
Q1 		$251K Hold
5,292
– – 0.05% 160
2023
Q4 		$252K Buy
5,292
+299
+6% +$14K 0.05% 156
2023
Q3 		$230K Hold
4,993
– – 0.05% 157
2023
Q2 		$233K Hold
4,993
– – 0.05% 159
2023
Q1 		$236K Sell
4,993
-1,120
-18% -$52.4K 0.05% 158
2022
Q4 		$284K Sell
6,113
-484
-7% -$22.4K 0.06% 144
2022
Q3 		$302K Buy
6,597
+2,165
+49% +$102K 0.07% 138
2022
Q2 		$210K Sell
4,432
-25,073
-85% -$1.2M 0.05% 165
2022
Q1 		$1.41M Buy
29,505
+14,315
+94% +$707K 0.31% 61
2021
Q4 		$758K Sell
15,190
-2,327
-13% -$118K 0.15% 100
2021
Q3 		$889K Sell
17,517
-3,931
-18% -$201K 0.17% 93
2021
Q2 		$1.1M Buy
21,448
+356
+2% +$18.3K 0.22% 76
2021
Q1 		$1.08M Sell
21,092
-5,007
-19% -$258K 0.23% 79
2020
Q4 		$1.35M Sell
26,099
-782
-3% -$40.3K 0.3% 63
2020
Q3 		$1.38M Buy
+26,881
New +$1.39M 0.34% 60

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s ISTB Position: Q1 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 4,392 shares — an estimated $210K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in ISTB in Q3 2020 and held it in 18 quarters. The position peaked at $1.41M in Q1 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • P.J. Schmidt Investment Management (PJS) reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 4,392 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $210K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 18 quarters.
  • P.J. Schmidt Investment Management (PJS)'s iShares Core 1-5 Year USD Bond ETF position peaked at $1.41M in Q1 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2025, filed 21 May 2025.