P.J. Schmidt Investment Management »

Ishares Ibonds Dec 2029 Term T shares owned by P.J. Schmidt Investment Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by P.J. Schmidt Investment Management from 13F filings

Historical chart of P.J. Schmidt Investment Management investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T held by P.J. Schmidt Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by P.J. Schmidt Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $322k 15k 22.10

More positions owned by P.J. Schmidt Investment Management

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

View all positions for P.J. Schmidt Investment Management

Top funds holding Ishares Ibonds Dec 2029 Term T

Wells Fargo & Company
Atwood & Palmer
Raymond James Financial Services Advisors
Hengehold Capital Management
Bank of America Corporation
Commonwealth Equity Services
Journey Advisory Group
Waycross Investment Management
Envestnet Asset Management
Confluence Investment Management
Probity Advisors
Fagan Associates
Spreng Capital Management
Shelton Wealth Management
D.A. Davidson & Co.

View all funds holding Ishares Ibonds Dec 2029 Term T