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Zimmermann Investment Management & Planning’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio BOND Stock Details BOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,827
Closed -$593K – 87
2022
Q1 		$593K Sell
5,827
-893
-13% -$94K 0.35% 54
2021
Q4 		$735K Buy
+6,720
New +$738K 0.41% 45

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Zimmermann Investment Management & Planning's BOND Position: Q2 2022 in Review

Zimmermann Investment Management & Planning sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 5,827 shares — an estimated $593K sold.

Zimmermann Investment Management & Planning first reported a position in BOND in Q4 2021 and held it in 2 quarters. The position peaked at $735K in Q4 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

  • Zimmermann Investment Management & Planning reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,827 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $593K.
  • Zimmermann Investment Management & Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $735K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2022, filed 28 Jul 2022.