SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in CMBS — iShares CMBS ETF

CIK 1008895 CEDARBURG, WI

Back to CMBS Full portfolio

All Filings in CMBS

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CMBS	$4,672,281	95,881	-0.3%	Shares	Sole	2026-04-29
2025-12-31 CMBS	$4,722,035	96,211	+0.9%	Shares	Sole	2026-01-28
2025-09-30 CMBS	$4,679,167	95,357	+4.6%	Shares	Sole	2025-10-27
2025-06-30 CMBS	$4,443,458	91,204	+20.3%	Shares	Sole	2025-08-01
2023-09-30 CMBS	$3,414,707	75,815	-24.7%	Shares	Sole	2023-10-20
2023-06-30 CMBS	$4,615,854	100,651	-26.4%	Shares	Sole	2023-07-26
2023-03-31 CMBS	$6,317,129	136,764	+31.5%	Shares	Sole	2023-04-28
2022-12-31 CMBS	$4,773,905	103,984	+57.9%	Shares	Sole	2023-02-01
2022-09-30 CMBS	$3,019,589	65,858	+8.9%	Shares	Sole	2022-10-24
2022-06-30 CMBS	$2,910,222	60,491	—	Shares	Sole	2022-08-24
No filing history on record for this holder in this stock.