Number of Shares
493,742.00
Current Holdings Value*
$25.93 Mil
% of Portfolio
4.75%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
4.84%

SCHMIDT P J INVESTMENT MANAGEMENT INC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 493,742.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $25.93 Mil. This investment constitutes 4.75% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0.18% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2022Q1. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 11 purchases of IGIB, at an average price of $50.37, for a total of 522,258.00 shares. In addition, there have been 2 sales at an average price of $48.79 for 28,516.00 shares. Based on historical transaction data and IGIB's current price of $53.04, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his IGIB holdings is $1.27 Mil, reflecting a 4.84% gain to date.

SCHMIDT P J INVESTMENT MANAGEMENT INC IGIB ($53.04) Holding Chart

SCHMIDT P J INVESTMENT MANAGEMENT INC IGIB ($53.04) 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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