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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return