P.J. Schmidt Investment Management (PJS)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $621K | Sell |
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|
2025
Q4 | $682K | Buy |
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2025
Q3 | $640K | Buy |
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|
2025
Q2 | $600K | Sell |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $512K | Sell |
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|
2022
Q2 | $607K | Sell |
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|
2022
Q1 | $986K | Sell |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $2.46M | Buy |
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