Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History

Schmidt P J Investment Management Inc

$547 Million
Q2 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 20,915 shares of IBTF stock, worth $487,737. This represents 0.09% of its overall portfolio holdings.

Number of Shares

20,915

Previous 20,468 2.18%

Holding current value

$487,737

Previous $475,000 2.11%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$23.1 - $23.22 $10,325 - $10,379	447 Added 2.18%	20,915 $485,000
Q1 2024 Apr 26, 2024	BUY	$23.16 - $23.36 $23,831 - $24,037	1,029 Added 5.29%	20,468 $475,000
Q4 2023 Jan 29, 2024	BUY	$22.97 - $23.28 $160,606 - $162,773	6,992 Added 56.17%	19,439 $452,000
Q3 2023 Oct 20, 2023	BUY	$23.01 - $23.2 $29,843 - $30,090	1,297 Added 11.63%	12,447 $287,000
Q2 2023 Jul 26, 2023	SELL	$23.13 - $23.6 $23,130 - $23,600	-1,000 Reduced 8.23%	11,150 $257,000
Q1 2023 Apr 28, 2023	BUY	$22.99 - $23.65 $22,990 - $23,650	1,000 Added 8.97%	12,150 $285,000
Q4 2022 Feb 01, 2023	BUY	$23.05 - $23.48 $257,007 - $261,802	11,150 New	11,150 $259,000

Others Institutions Holding IBTF

# of Institutions

254

Shares Held

80.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History