PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
51,072
+1,234
| +2% | +$28.7K | 0.21% | 71 |
|
|
2025
Q1 | $1.15M | Sell |
49,838
-11,674
| -19% | -$269K | 0.21% | 62 |
|
|
2024
Q4 | $1.4M | Buy |
61,512
+2,688
| +5% | +$61.1K | 0.24% | 60 |
|
|
2024
Q3 | $1.4M | Buy |
58,824
+3,159
| +6% | +$75.2K | 0.24% | 59 |
|
|
2024
Q2 | $1.26M | Sell |
55,665
-1,473
| -3% | -$33.5K | 0.23% | 63 |
|
|
2024
Q1 | $1.31M | Buy |
57,138
+922
| +2% | +$21.2K | 0.25% | 61 |
|
|
2023
Q4 | $1.29M | Buy |
56,216
+14,689
| +35% | +$338K | 0.26% | 64 |
|
|
2023
Q3 | $877K | Buy |
41,527
+2,298
| +6% | +$48.5K | 0.19% | 77 |
|
|
2023
Q2 | $890K | Buy |
39,229
+10,289
| +36% | +$233K | 0.18% | 77 |
|
|
2023
Q1 | $664K | Buy |
28,940
+17,354
| +150% | +$398K | 0.14% | 87 |
|
|
2022
Q4 | $258K | Buy |
+11,586
| New | +$258K | 0.06% | 154 |
|