A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 17,480 shares of IBTJ stock, worth $380,714. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,480
Previous 18,837 7.2%
Holding current value
$380,714
Previous $401,000 5.24%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025

SELL
$21.16 - $21.77 $28,714 - $29,541
-1,357 Reduced 7.2%
17,480 $380,000
Q4 2024

Jan 27, 2025

BUY
$21.25 - $22.07 $91,077 - $94,592
4,286 Added 29.46%
18,837 $401,000
Q3 2024

Oct 23, 2024

BUY
$21.22 - $22.22 $308,772 - $323,323
14,551 New
14,551 $321,000

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.