Zimmermann Investment Management & Planning’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,756	Closed	-$460K	–	146
2024 Q2	$460K	Sell	20,756 -67,108	-76%	-$1.49M	0.15%	86
2024 Q1	$1.96M	Buy	87,864 +61,325	+231%	+$1.37M	0.71%	42
2023 Q4	$595K	Buy	+26,539	New	+$595K	0.24%	64