Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History

Schmidt P J Investment Management Inc

$533 Million
Q1 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 14,178 shares of IBDR stock, worth $336,727. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,178

Previous 14,339 1.12%

Holding current value

$336,727

Previous $340,000 1.18%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	N/A	-161 Reduced 1.12%	14,178 $336,000
Q4 2024 Jan 27, 2025	BUY	N/A	10 Added 0.07%	14,339 $340,000
Q3 2024 Oct 23, 2024	BUY	$23.75 - $23.75 $166 - $166	7 Added 0.05%	14,329 $340,000
Q2 2024 Jul 29, 2024	SELL	$23.65 - $23.82 $38,998 - $39,279	-1,649 Reduced 10.32%	14,322 $341,000
Q1 2024 Apr 26, 2024	BUY	$23.76 - $23.98 $4,870 - $4,915	205 Added 1.3%	15,971 $380,000
Q4 2023 Jan 29, 2024	BUY	$23.15 - $23.9 $19,029 - $19,645	822 Added 5.5%	15,766 $376,000
Q3 2023 Oct 20, 2023	BUY	$23.28 - $23.6 $72,610 - $73,608	3,119 Added 26.38%	14,944 $348,000
Q2 2023 Jul 26, 2023	SELL	$23.42 - $23.83 $34,450 - $35,053	-1,471 Reduced 11.06%	11,825 $277,000
Q1 2023 Apr 28, 2023	BUY	$23.14 - $23.86 $307,669 - $317,242	13,296 New	13,296 $315,000

Others Institutions Holding IBDR

# of Institutions

430

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History