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Ishares Ibonds Dec 2027 Term T shares owned by P.J. Schmidt Investment Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by P.J. Schmidt Investment Management from 13F filings

Historical chart of P.J. Schmidt Investment Management investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 Term T 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 Ibonds Dec 2027 Term T by P.J. Schmidt Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 11k 22.52
2025-06-30 $237k 11k 22.49

More positions owned by P.J. Schmidt Investment Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Us Treas Bd Etf (GOVT)
Schneider National CL B (SNDR)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
Blackrock (BLK)
Visa Com Cl A (V)
Vanguard World Mega Cap Index (MGC)
Select Sector Spdr Tr Communication (XLC)
Procter & Gamble Company (PG)

View all positions for P.J. Schmidt Investment Management

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T