Number of Shares
1.06 Mil
Current Holdings Value*
$24.31 Mil
% of Portfolio
4.45%
Total Estimate Gain
$155,226.23
% of Total Estimate Gain
0.65%

SCHMIDT P J INVESTMENT MANAGEMENT INC's iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 1.06 Mil shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $24.31 Mil. This investment constitutes 4.45% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0.09% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2022Q4. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 10 purchases of GOVT, at an average price of $22.67, for a total of 1.06 Mil shares. Based on historical transaction data and GOVT's current price of $22.82, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his GOVT holdings is $155,226.23, reflecting a 0.65% gain to date.

SCHMIDT P J INVESTMENT MANAGEMENT INC GOVT ($22.82) Holding Chart

SCHMIDT P J INVESTMENT MANAGEMENT INC GOVT ($22.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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