P.J. Schmidt Investment Management (PJS)’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $933K | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $931K | Buy |
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|
2020
Q3 | $923K | Buy |
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