Number of Shares
46,170.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
0.44%
Total Estimate Gain
$209,658.58
% of Total Estimate Gain
0.90%

SCHMIDT P J INVESTMENT MANAGEMENT INC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 46,170.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $2.42 Mil. This investment constitutes 0.44% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0.01% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2022Q2. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 5 purchases of IGSB, at an average price of $50.11, for a total of 466,963.00 shares. In addition, there have been 7 sales at an average price of $50.33 for 420,793.00 shares. Based on historical transaction data and IGSB's current price of $52.68, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his IGSB holdings is $209,658.58, reflecting a 0.90% gain to date.

SCHMIDT P J INVESTMENT MANAGEMENT INC IGSB ($52.68) Holding Chart

SCHMIDT P J INVESTMENT MANAGEMENT INC IGSB ($52.68) 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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