Ishares Trust Barclays shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in Ishares Trust Barclays
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All positions including Ishares Trust Barclays held by P.J. Schmidt Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Trust Barclays by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 95k | 49.07 |
| 2025-06-30 | $4.4M | 91k | 48.72 |
| 2023-09-30 | $3.4M | 76k | 44.32 |
| 2023-06-30 | $4.6M | 101k | 45.78 |
| 2023-03-31 | $6.4M | 137k | 46.72 |
| 2022-12-31 | $4.8M | 104k | 45.91 |
| 2022-09-30 | $3.0M | 66k | 44.96 |
| 2022-06-30 | $2.9M | 61k | 48.02 |
More positions owned by P.J. Schmidt Investment Management
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