Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 13,558 shares of IBDU stock, worth $319,155. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,558
Previous 13,558
-0.0%
Holding current value
$319,155
Previous $316,000
0.63%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
336Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio