Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Schmidt P J Investment Management Inc

$587 Million
Q3 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 16,760 shares of IBDS stock, worth $408,106. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,760

Previous 16,239 3.21%

Holding current value

$408,106

Previous $394,000 3.3%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$24.14 - $24.34 $12,576 - $12,681	521 Added 3.21%	16,760 $407,000
Q2 2024 Jul 29, 2024	SELL	$23.48 - $23.77 $38,953 - $39,434	-1,659 Reduced 9.27%	16,239 $385,000
Q1 2024 Apr 26, 2024	BUY	$23.67 - $24.03 $355 - $360	15 Added 0.08%	17,898 $425,000
Q4 2023 Jan 29, 2024	BUY	$22.84 - $23.94 $91,519 - $95,927	4,007 Added 28.88%	17,883 $427,000
Q3 2023 Oct 20, 2023	BUY	$23.07 - $23.6 $55,068 - $56,333	2,387 Added 20.78%	13,876 $321,000
Q2 2023 Jul 26, 2023	BUY	$23.39 - $23.94 $60,135 - $61,549	2,571 Added 28.83%	11,489 $269,000
Q1 2023 Apr 28, 2023	BUY	$23.15 - $24.01 $206,451 - $214,121	8,918 New	8,918 $212,000

Others Institutions Holding IBDS

# of Institutions

419

Shares Held

109M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History