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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

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Quarterly 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