PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
9,055
+4,384
| +94% | +$222K | 0.08% | 133 |
|
|
2025
Q1 | $237K | Buy |
4,671
+226
| +5% | +$11.4K | 0.04% | 169 |
|
|
2024
Q4 | $224K | Sell |
4,445
-12
| -0.3% | -$606 | 0.04% | 173 |
|
|
2024
Q3 | $226K | Sell |
4,457
-520
| -10% | -$26.3K | 0.04% | 179 |
|
|
2024
Q2 | $252K | Sell |
4,977
-95
| -2% | -$4.81K | 0.05% | 158 |
|
|
2024
Q1 | $257K | Hold |
5,072
| – | – | 0.05% | 158 |
|
|
2023
Q4 | $257K | Buy |
+5,072
| New | +$257K | 0.05% | 154 |
|