Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History
Schmidt P J Investment Management Inc
- $587 Million
- Q3 2025
A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 13,558 shares of IBDU stock, worth $316,714. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,558
Previous 13,558
-0.0%
Holding current value
$316,714
Previous $316,000
0.63%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio