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P.J. Schmidt Investment Management (PJS)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$688K Buy
14,914
+1,477
+11% +$68.1K 0.11% 103
2026
Q1 		$621K Sell
13,437
-1,210
-8% -$56.4K 0.1% 104
2025
Q4 		$682K Buy
14,647
+936
+7% +$43.8K 0.11% 100
2025
Q3 		$640K Buy
13,711
+723
+6% +$33.4K 0.11% 99
2025
Q2 		$600K Sell
12,988
-188
-1% -$8.58K 0.1% 103
2025
Q1 		$607K Sell
13,176
-193
-1% -$8.8K 0.11% 97
2024
Q4 		$604K Sell
13,369
-437
-3% -$20.1K 0.1% 99
2024
Q3 		$651K Sell
13,806
-28
-0.2% -$1.3K 0.11% 95
2024
Q2 		$626K Buy
13,834
+250
+2% +$11.2K 0.11% 95
2024
Q1 		$619K Buy
13,584
+2,863
+27% +$130K 0.12% 92
2023
Q4 		$489K Buy
10,721
+2,069
+24% +$91.4K 0.1% 105
2023
Q3 		$369K Sell
8,652
-791
-8% -$35.4K 0.08% 122
2023
Q2 		$428K Sell
9,443
-476
-5% -$21.8K 0.09% 113
2023
Q1 		$456K Buy
9,919
+887
+10% +$40.6K 0.1% 110
2022
Q4 		$406K Sell
9,032
-2,762
-23% -$124K 0.09% 114
2022
Q3 		$512K Sell
11,794
-1,160
-9% -$54.1K 0.12% 99
2022
Q2 		$607K Sell
12,954
-7,749
-37% -$368K 0.13% 98
2022
Q1 		$986K Sell
20,703
-5,106
-20% -$260K 0.22% 77
2021
Q4 		$1.34M Buy
25,809
+2,057
+9% +$109K 0.27% 69
2021
Q3 		$1.26M Sell
23,752
-1,409
-6% -$75.7K 0.25% 70
2021
Q2 		$1.35M Sell
25,161
-689
-3% -$36.6K 0.27% 68
2021
Q1 		$1.37M Sell
25,850
-2,676
-9% -$143K 0.29% 66
2020
Q4 		$1.55M Sell
28,526
-16,800
-37% -$913K 0.35% 58
2020
Q3 		$2.46M Buy
+45,326
New +$2.48M 0.6% 46

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, buying an estimated $68.1K and bringing the position to 14,914 shares worth $688K. The position accounts for 0.11% of the portfolio, ranked #103.

P.J. Schmidt Investment Management (PJS) first reported a position in IUSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q3 2020. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 14,914 shares of iShares Core Universal USD Bond ETF worth $688K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 1,477 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $68.1K.
  • iShares Core Universal USD Bond ETF made up 0.11% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #103 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s iShares Core Universal USD Bond ETF position peaked at $2.46M in Q3 2020.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal 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.