PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,345
| Closed | -$244K | – | 174 |
|
|
2023
Q1 | $244K | Buy |
2,345
+345
| +17% | +$36K | 0.05% | 155 |
|
|
2022
Q4 | $208K | Sell |
2,000
-905
| -31% | -$94.3K | 0.05% | 165 |
|
|
2022
Q3 | $298K | Buy |
2,905
+2
| +0.1% | +$205 | 0.07% | 140 |
|
|
2022
Q2 | $302K | Buy |
2,903
+533
| +22% | +$55.4K | 0.07% | 139 |
|
|
2022
Q1 | $246K | Sell |
2,370
-2,169
| -48% | -$225K | 0.05% | 161 |
|
|
2021
Q4 | $481K | Sell |
4,539
-1,074
| -19% | -$114K | 0.1% | 123 |
|
|
2021
Q3 | $603K | Buy |
5,613
+2,121
| +61% | +$228K | 0.12% | 109 |
|
|
2021
Q2 | $377K | Sell |
3,492
-928
| -21% | -$100K | 0.08% | 130 |
|
|
2021
Q1 | $477K | Sell |
4,420
-60
| -1% | -$6.48K | 0.1% | 121 |
|
|
2020
Q4 | $485K | Buy |
4,480
+2,618
| +141% | +$283K | 0.11% | 113 |
|
|
2020
Q3 | $201K | Buy |
+1,862
| New | +$201K | 0.05% | 143 |
|