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Ishares Ibonds Dec 2028 Term T shares owned by P.J. Schmidt Investment Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by P.J. Schmidt Investment Management from 13F filings

Historical chart of P.J. Schmidt Investment Management investment in Ishares Ibonds Dec 2028 Term T

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All positions including Ishares Ibonds Dec 2028 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 2028 Term T by P.J. Schmidt Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 13k 22.39
2025-06-30 $292k 13k 22.36

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 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T