PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
4,691
-4,430
| -49% | -$463K | 0.08% | 122 |
|
|
2025
Q1 | $962K | Sell |
9,121
-455
| -5% | -$48K | 0.18% | 74 |
|
|
2024
Q4 | $1.02M | Buy |
9,576
+1,307
| +16% | +$139K | 0.18% | 70 |
|
|
2024
Q3 | $898K | Buy |
8,269
+1,881
| +29% | +$204K | 0.16% | 82 |
|
|
2024
Q2 | $681K | Buy |
6,388
+3,340
| +110% | +$356K | 0.12% | 90 |
|
|
2024
Q1 | $328K | Buy |
3,048
+231
| +8% | +$24.9K | 0.06% | 144 |
|
|
2023
Q4 | $303K | Buy |
+2,817
| New | +$303K | 0.06% | 143 |
|
|
2022
Q3 | – | Sell |
-7,205
| Closed | -$767K | – | 175 |
|
|
2022
Q2 | $767K | Sell |
7,205
-7,200
| -50% | -$766K | 0.17% | 86 |
|
|
2022
Q1 | $1.54M | Sell |
14,405
-2,824
| -16% | -$301K | 0.34% | 57 |
|
|
2021
Q4 | $1.96M | Buy |
17,229
+439
| +3% | +$49.8K | 0.39% | 54 |
|
|
2021
Q3 | $1.94M | Sell |
16,790
-5,445
| -24% | -$629K | 0.38% | 54 |
|
|
2021
Q2 | $2.62M | Buy |
22,235
+75
| +0.3% | +$8.83K | 0.52% | 47 |
|
|
2021
Q1 | $2.59M | Sell |
22,160
-92
| -0.4% | -$10.7K | 0.54% | 49 |
|
|
2020
Q4 | $2.62M | Buy |
22,252
+5,033
| +29% | +$592K | 0.59% | 47 |
|
|
2020
Q3 | $1.99M | Buy |
+17,219
| New | +$1.99M | 0.48% | 49 |
|