PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
20,673
+152
| +0.7% | +$3.83K | 0.09% | 114 |
|
|
2025
Q1 | $513K | Buy |
20,521
+32
| +0.2% | +$800 | 0.09% | 109 |
|
|
2024
Q4 | $506K | Buy |
20,489
+247
| +1% | +$6.1K | 0.09% | 110 |
|
|
2024
Q3 | $509K | Buy |
20,242
+651
| +3% | +$16.4K | 0.09% | 110 |
|
|
2024
Q2 | $480K | Buy |
19,591
+73
| +0.4% | +$1.79K | 0.09% | 113 |
|
|
2024
Q1 | $478K | Sell |
19,518
-2,391
| -11% | -$58.5K | 0.09% | 113 |
|
|
2023
Q4 | $537K | Buy |
21,909
+2,602
| +13% | +$63.7K | 0.11% | 100 |
|
|
2023
Q3 | $455K | Buy |
19,307
+343
| +2% | +$8.08K | 0.1% | 107 |
|
|
2023
Q2 | $454K | Sell |
18,964
-5,855
| -24% | -$140K | 0.09% | 108 |
|
|
2023
Q1 | $598K | Buy |
24,819
+3,070
| +14% | +$74K | 0.12% | 96 |
|
|
2022
Q4 | $517K | Buy |
21,749
+897
| +4% | +$21.3K | 0.12% | 102 |
|
|
2022
Q3 | $486K | Sell |
20,852
-3,875
| -16% | -$90.3K | 0.12% | 103 |
|
|
2022
Q2 | $597K | Buy |
+24,727
| New | +$597K | 0.13% | 100 |
|